LIQUIDITY
STRATEGY
ADVISORS

Looking to get some liquidity by selling a portion of or all of your company?
Having trouble finding the right buyer or don't want to sell to a private equity firm?

Learn more about an Independent Buyout (IBO).

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Working with Leading Banks:

What is an Independent Buyout (IBO)?

Instead of selling your company to a Private Equity firm - which would lever the business with debt to buy out your shares - we execute the same type of leveraged transaction without Private Equity.

By combining:

Commercial Financing

ESOPs

1042 Qualified Rollovers

Warrants

Other Company Tax Incetnives

An IBO allows you to buy out some or all of your ownership - effectively creating a tax-free leveraged buyout of your own company,

Use the same sophisticated financial techniques Private Equity firms use to purchase a portion
or all of your ownership but without the
Private Equity firm.

The IBO Advantage

Provide Liquidity

Free-up significant net worth tied up in the business.

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Seller Advantages of an IBO:

Eliminate Shareholder Capital Gains Tax

Eliminate or defer selling shareholders’ capital gains tax burden.

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Diversify
Assets

Take advantage of tax incentives to diversify tax free and Invest in other assets such as real-estate to create a more balanced portfolio.

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Retain
Independence

The company continues to be run by existing leadership - no outside strategic influence.

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Participate in Future Upside

Participate in future upside as your company continues to grow.

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Company Advantages of an IBO:

Reduce or Eliminate company tax

Reduce or eliminate company’s taxable income.

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Potentially Pay Zero Company Income Tax

A 100% ESOP-owned company pays zero federal and zero state income tax.

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Benefits for cost+ Gov Contracts

Under cost-plus contracts, ESOP contributions and dividends are fully reimbursable expenses.

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Improve Employee Culture

Align incentives for management team and employees and create mechanism to attract top talent and grow business.

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the
IBO
EXIT

A Blueprint for Founders and Owners who want to Sell Smarter.

Can’t find a buyer?

Don’t want to sell to private equity or a competitor?

Want to sell your company tax-free?

Sell Your Company Using an IBO

Discover a proven blueprint for selling your company using an Independent Buyout (IBO) - using the same techniques Private Equity does - but without Private Equity. IBO Advisors Managing Partner, Michael Chasen, breaks down the strategy behind this transaction including how to structure the deal, maximize valuation, and eliminate federal and state income taxes entirely.

Drawing on his experience as both an entrepreneur that created a company, took it public, and then sold it for $1.8b as well as his experience in consulting with dozens of start-up companies, Michael explains exactly how this powerful structure works and how operators can use it to build wealth and protect their future.

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You’ve reached the peak, what comes next?

Our team of experts help you setup an Independent Buyout (IBO) including the financial planning, valuation analysis, tax consultation securing the loan, and setting up the structure.

We understand that each client has unique needs and goals which is why we offer personalized solutions to help grow and protect your wealth.

Navigating Your Path To Prosperity

IBO Advisors works with a team of banks, lawyers, ESOP firms, and tax experts who understand the terrain of the global economy and have expertise to guide you in the process of selling some or all of your company without using a Private Equity firm.

Together they have over 25+ years of experience and have done over 400 sucessfull transactions.