Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Sell-Side Financing
In this episode of The High Net Worth Podcast, Lucas and Luna explore sell-side financing, a sophisticated tool family offices use to generate liquidity before a sale. They break down how a family office with a $50 million business can borrow against future proceeds, often at single-digit rates, to fund acquisitions or diversify. The discussion covers the mechanics, the lender's perspective, risk factors like a failed sale, and when this strategy makes sense versus alternatives like a bridge loan. With concrete examples and practical takeaways, listeners learn why sell-side financing is…
The skinny
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