Transaction
Dividend re-cap: a cashflow loan to allow ownership to withdraw funds from the business for personal investment.
Published financing features
- Loan amortized over 5 years with the ability to accelerate payment at client discretion
- Preferred interest rate
- No personal guarantees
Published client benefits
- Client controls cashflow
- Client grew personal net worth
- Kept control of the business while capitalizing on a portion of its intrinsic value
- No personal guarantees
Historical example only. It is not a promise of terms, availability, or results for a future transaction.
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