Internal Buyouts
Turning a Verbal Agreement into a Successful Transaction
You’ve Found a Buyer—Now What?
Many business owners come to us after they’ve already identified a successor, whether it’s a key employee, a business partner, or a family member. They often feel like they’ve already done the hard part—finding the right person to take over. But the truth is, securing a buyer and even agreeing on a potential sale price is just a small piece of a much larger process.An internal buyout is unique. Unlike selling to an outside party, internal transitions involve existing relationships, emotional considerations, and financial structuring that must be handled with care. While it might seem simple at first, these transactions can quickly become complicated, time-consuming, and even risky if not structured properly.
That’s where we come in.
How We Help You Get the Deal Done
At Evergreen Business Advisors, we bridge the gap between intent and execution. Our role is to ensure that your internal buyout is structured correctly, financially sound, and set up for long-term success—while allowing you to stay focused on running the business.
We bring deep expertise in deal structuring, financing coordination, legal collaboration, and transition planning, ensuring a smooth process that protects both the seller and the buyer.
- Determining a fair market value based on industry standards and financial performance
- Ensuring both parties have clarity on how the sale price is structured and justified
- Avoiding common pricing mistakes that could cause future legal or financial issues
- Exploring financing options, including SBA loans, seller financing, and third-party lending
- Connecting buyers with lenders and prequalifying the business for financing
- Structuring payment terms that work for both the seller and the buyer
- Creating a plan for leadership handover and operational continuity
- Ensuring employees, customers, and key stakeholders experience a seamless transition
- Addressing cultural and managerial changes to set the new owner up for success
- Working alongside your legal counsel to draft agreements that protect both parties
- Ensuring the buyout terms are clear, enforceable, and aligned with business continuity goals
- Helping prevent misunderstandings or future disputes
Why Business Owners Trust Us with Internal Buyouts
Many business owners attempt to handle internal buyouts on their own, only to realize they're navigating a much more complex transaction than expected. A poorly structured deal can lead to financing issues, tax complications, or even failed transitions that put both the seller and buyer at risk.
Here’s why working with Evergreen Business Advisors adds value to your deal and justifies the cost of our services:
Time Savings – Internal deals often stall due to unclear processes, financing roadblocks, or drawn-out negotiations. We keep the deal moving forward efficiently, ensuring that you don’t lose momentum.
Financial Clarity – Buyers often struggle to secure financing without a properly structured deal. We increase financing success rates by preparing the right documentation and connecting buyers with the best lending options.
Risk Mitigation – Many internal sales fail due to handshake agreements and incomplete terms. We ensure that everything is clearly documented, reducing risk for both parties.
Long-Term Success – Beyond closing the deal, we help position the new owner for success by providing transition guidance and post-sale consulting.
The investment in professional guidance often pays for itself through a stronger deal structure, smoother execution, and a transition that protects the legacy of your business.
Let’s Get Your Internal Buyout Across the Finish Line
If you’ve found a buyer but aren’t sure what comes next, we’re here to help. Whether you need assistance structuring the deal, securing financing, or ensuring a smooth transition, we’ll guide you through the process step by step.
Schedule a Consultation to Discuss Your Internal Buyout
Let’s turn your handshake deal into a secure, successful transaction that works for both you and your buyer.