The Deal Is Closed. Why Isn’t All Your Money Safe Yet?

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Selling your business should be a time of celebration. After years—sometimes decades—of hard work, you've finally reached the finish line. But what many business owners don't realize is that closing the deal doesn't necessarily mean all of the risk is gone. Rob breaks down the hidden complexities that can impact your financial future long after the paperwork is signed. If you're preparing for an exit, or recently completed one, Rob explains what risks may remain and how to plan around them. Here’s what we discuss in this episode: 📑 Deal Structures: Understanding what's really being sold 🎯 Earn-Out Risk: When future payouts depend on others 🔒 Escrow Holdbacks: Money that isn't yours yet 📈 Rollover Equity: The promise—and risk—of a second bite 🚩 Red Flags: Protecting yourself from costly mistakes 0:00 – Intro 0:58 – Understanding Deal Structures 2:23 – Client Story 3:12 – Earn-Outs and Their Risks 4:22 – Escrow Holdbacks and Their Importance 5:25 – Seller Notes and Their Risks 6:47 – Rollover Equity and Its Complexities 7:38 – Concentration Risk and Personal Financial Planning 9:04 – First Steps (Do This First!) 10:17 – Red Flags and Emotional Considerations 11:38 – Why the Headline Price Isn't the Plan ------------------------------------------------ Our website: https://www.axiowm.com/ Phone: 801-717-9237 Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do Get your copy of Rob’s books: https://www.axiowm.com/book Let us speak at your next event: https://www.axiowm.com/speaking