May 8, 2024

Take Five #105: How to use the Operating Co-Property Co structure, and more

Take Five #105: How to use the Operating Co-Property Co structure, and more

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Take Five #105: How to use the Operating Co-Property Co structure, and more

1. When NOT to use EBITDA and what metrics to focus on instead

2. Podcast Interview: SMB buyer talks about dental savings plan marketplace acquisition

EtA buyer Zach Smith discusses search parameters, the acquisition process, deal terms, and why he chose a stock sale vs. an asset sale purchase structure.

3. Small packaging business profits $3.2M by including, then exercising purchase option in lease

4. $4.5M LOI accepted…now what? Lender details a client’s transaction process

5. How to use the Operating Co-Property Co structure to expand equity, save on taxes, and limit risk