Price a partnership buy-in
Separate purchase price, financing, distribution assumptions and ownership terms.
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A brief introduction
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Separate purchase price, financing, distribution assumptions and ownership terms.
- Read the price. The purchase amount, share and payment terms.
- Model the financing. Interest, payments and assumed distributions.
- Review the ownership. Rights, liabilities and questions for independent advisers.
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Three steps to work through
- Read the price
The purchase amount, share and payment terms.
- Model the financing
Interest, payments and assumed distributions.
- Review the ownership
Rights, liabilities and questions for independent advisers.
Make room for the unknowns
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The blank worksheet leaves space for the facts you have, their sources and the questions you still need to ask.
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- Purchase price and ownership share
- Financing rate, term and fees
- Distribution assumptions and evidence
- Rights, obligations and exit terms
- Questions for independent advisers
- Sources, next step and review date