Is PE Worth It? Don't Get Enamored By The Check

Advisor Talk with Frank LaRosa · Jul 10, 2025 · 48m

Key highlights include:

-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.

-Why nimble capital from family offices might outperform “big name” PE firms.

-What to ask before giving up equity, including the real cost of future clawbacks.

-How the wrong deal can make you feel like a W-2 employee all over again.

-When debt may be a better option than private equity - and what Kevin O’Leary had to say about it.

Whether you're actively exploring a liquidity event or just fielding calls from buyers, this episode will equip you with the questions…