For readers · One Basket
The Rollover Equity Term-Sheet Checklist
Twenty-five questions to bring to your M&A attorney before you sign a letter of intent, plus the One Basket Score worksheet.
By James R. Ustby, CFP®. One Basket is Book 3 of The Owner’s Wealth Series, the business owner’s guide to selling a business to private equity, rollover equity, and concentrated stock. This page is the checklist and the One Basket Score from Appendices A and B. You do not have to sign up.
Free for readers
Download the checklist.
Printable PDF, free. No form. The file downloads when you click the button.
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Bring the checklist, or just the question. No obligation.
What readers get
The checklist, and where to go next.
- Printable PDF, free. The download starts when you click the button. There is no form.
- The same checklist and worksheet that appear in Appendices A and B of the book. Twenty-five questions on the rollover terms, and the One Basket Score for how much of the household depends on one company.
- Use it once per offer, and again each year after closing. Bring the questions to your M&A attorney, investment banker, and tax advisor before you sign a letter of intent.
- A conversation, if you want one. The checklist is educational. It does not tell you to accept or reject an offer. Schedule a conversation.
On this site
- Before You Sell
- Outside the Business
- Owner retirement plans from Before You Sell
- What to do after you sell your business
- What exit planning is, and when to start
- Business owner lessons
Educational only. Not tax, legal, or investment advice. Downloading the checklist does not create an advisory relationship. Consult your own CPA, attorney, and advisors about your situation.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
The LPL Financial registered representative associated with this site may discuss and transact securities business only with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state.
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Neither LPL Financial nor its representatives provide legal or tax advice; please consult your attorney or tax advisor regarding your specific situation. No strategy assures success or protects against loss. Examples are hypothetical and for illustration only.