Advisors Learn How to Integrate Exit Planning Services Today!

Podcast 136 – Rollover Equity: What Sellers Should Know

Rollover Equity: What Sellers Should Know

In this episode we featured a very seasoned M & A advisor, whose background as a serial entrepreneur proves to serve his clients in a big way, especially when the deal structure gets a bit complicated. Michael Hubsmith, Senior Advisor with True North M & A joined us to talk about Rollover Equity; what it is and why sellers should consider it as a viable option to a future exit. 

Say for instance, you've run a profitable, growing business in the lower end of the lower middle market ($5-15M in annual sales) and you know that your business has great potential for growth, but you'd like to take a step back. Your business could be a prime candidate for what Michael shared in this episode. 

Rising interest rates are impacting how financing is done on M & A deals. Private Equity Groups (PEGs) have money to invest, but they're not as prone to requiring 100% ownership stake as in the past. When a seller is bullish on the future of their business, but wants to take a few chips off the table, a partial sale to a PEG could be the perfect fit. 

As a seller, you may think your business is a candidate for such a transition as this. It's important that you seek advice right away, to determine if it's a viable option. Michael is open to preliminary discussion any time. You can reach him at or 612-850-6540

Much more to learn from Michael in this episode; listen now. 

Connect with Michael Hubsmith and Julie Keyes here

Thank you to this month’s sponsor!  Sunbelt Business Advisors and TrustPoint

Support the show

Are you ready for your best exit? There is no time like the present to prepare.
Check out these resources offered by KeyeStrategies:

Want Even More Insights?

Sign Up for the Poised for Exit Newsletter

Resources from KeyeStrategies

Business Readiness Transition Course
Preparing Your Business for Transition Book

Poised for Exit Book

Julie Keyes
Julie Keyes

Founder & Owner at KeyeStrategies, LLC

Julie is a Certified Exit Planning Adviser and Value Growth Advisor with 30+ years of experience. She works with business owners who seek to understand and maximize their exit and critical transition options.

Thank you to our Poised for Exit Sponsors!