Need Seller Financing Advice

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November 01, 2024

by a searcher from University at Buffalo, State University of New York - School of Management in Herndon, VA 20170, USA

Structuring SF with 10% down and 6-yr note at X%. What's a good rate? I want to reduce payments if revenue decreases but increase payments if revenue increases. Need advice on details, potential landmines, and how to present the offer so it makes sense to seller.

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Reply by a professional
from Bentley College in Miami, FL, USA
Here are a few key considerations to structure a flexible, revenue-tied payment arrangement:

Interest Rate and Payment Adjustments: For a 6-year note, interest rates typically range from 6-10%, depending on factors like risk and the nature of the business. Since you want flexible payments, consider a base rate that both you and the seller feel is fair, then propose a mechanism where payments adjust based on revenue thresholds. An “earn-out” style structure could also work, where a portion of each payment is directly tied to revenue performance.

Defining Revenue-Based Triggers: Clearly define revenue metrics and the intervals at which payments would adjust. For example, you might propose quarterly reviews where payments are recalculated based on performance. This way, if revenue dips, you’re not locked into unsustainable payments. Make sure these triggers are straightforward to calculate and backed by reliable accounting records.

Highlighting Benefits to the Seller: Flexibility in payments can be a great selling point if it aligns with the seller’s goals. Emphasize how this structure supports the business’s stability and helps them receive payment over the long term. Sellers often appreciate a buyer’s proactive approach to safeguarding cash flow, especially if it means less risk of default.

Potential Landmines: One risk with this type of structure is ensuring clarity on what counts as “revenue.” Gross revenue can be simpler, but net revenue might align better with cash flow fluctuations. Also, consider how changes in business expenses might impact this structure, and be ready to discuss these factors with the seller.

For more complex seller financing arrangements, it’s often helpful to have specialized advice to iron out the details and ensure both parties are protected. Platforms like DueDilio can connect you with advisors experienced in deal structuring who can help navigate the nuances and potential pitfalls of creative financing. This can ensure the structure is beneficial to both you and the seller while minimizing unexpected issues down the road.
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Reply by a searcher
from The Juilliard School in Danbury, CT, USA
Is this an SBA deal? If so, they might have a 1 or 2 year hold before you start making payments and they need to be aware of that too. If not, you can structure this as an earn out based on revenue milestones or you can just offer the current prime rate. Personally, I would add 1% to that and let them know it's to thank them for helping you out with seller financing. Maybe you can even stretch the note to 7-10 years by adding higher interest rates. Give them 3 options if you do to choose from.
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