Roll 20–40% into buyer's newco tax-deferred — get a second exit in 3–5 years.
When selling to private equity, negotiate to roll 20–40% of proceeds into the acquirer's newco equity on a tax-deferred basis (§721 or §368 reorg). Cash out majority now; keep upside on the PE firm's value-creation plan. Typical 'second bite' returns 2–4x rollover in 3–5 years when PE flips. Requires careful structuring to preserve tax deferral.
Click Generate advisory deep dive for mechanics, IRC citations, a step-by-step execution plan, a worked numeric example on your profile, costs, risks, and this-week actions.
Sell your C-corp stock for up to $10M tax-free.
Bridge valuation gap and reduce upfront cash with earn-outs.
Shift income between entities to optimize tax and asset protection.
Buy the company you already run with minimal cash.
Raise capital to find and buy a business you'll run as CEO.
Buy a $1–5M profitable business with 10% down.
Buy $100–500k businesses fully seller-financed.
Start agency at $0, acquire competitors on seller notes.