What to bring
- The letter of intent or term sheet, signed or not.
- Your entity type and, if an S corporation, the date of the election.
- The buyer's draft purchase price allocation, if you have one.
- A summary of the proposed employment agreement: term, base pay, production formula, non-compete.
- Your state of residence and whether a move is under consideration.
- The rollover percentage and anything you have been told about the equity class and the waterfall.
How an engagement works
A first conversation, no charge
Thirty minutes. You describe the offer and where you are in the process. We tell you whether a review would change anything, and if it would not, we say so.
A term-sheet review, flat fee
We model the after-tax outcome under the buyer's draft and under what you should ask for, review the rollover terms and waterfall, flag state and timing issues, and give you a short written list to take to your attorney and CPA. We join the call with them if you want.
Ongoing planning, if you want it
After closing, some clients ask us to manage the proceeds and plan around the scrape and the second bite. That is a separate engagement with an asset-based fee, described in Form ADV Part 2A. It is optional.
Reach us
Other ways
Email: nirav@quberawealth.com
Phone: (xxx) xxx-xxxx
Qubera Wealth Management, Los Angeles, California
Firm site: quberawealth.com
Please do not send account numbers, Social Security numbers, or full deal documents through this form. We will set up a secure link for documents after the first conversation.