Seller financing

Seller notes and rollover equity

The two instruments that close the distance between what a lender will fund and what a buyer can put in.

The gap is normal, and it is usually filled by the seller

Senior debt sized at about 3x EBITDA rarely covers a purchase price, and few buyers fund the difference in cash. The distance between the two is closed by the seller, in one of two forms, and negotiating it is where a stalled transaction most often finds its remaining room.

Seller noteRollover equity
What it isPart of the price paid over time rather than at closingEquity the seller keeps in the business after the sale
Effect on closing cashReduces itReduces it
Seller's positionA creditor behind the lendersAn owner alongside the buyer
Why a seller agreesA higher total price, and interestUpside on the part they retained

Why a seller says yes

Both instruments buy something the seller wants. A note usually supports a higher headline price than an all-cash offer, and it earns interest. Rollover keeps the seller exposed to a business they believe in, which matters most where they are also staying involved through a handover. Both also signal confidence to the lender: a seller willing to be paid later is a seller who expects the business to perform.

What it does to the stack

Seller paper sits behind the lenders and ahead of the equity. It reduces the cash a buyer needs at closing without adding a current-pay senior obligation, which is why it tends to help rather than hurt coverage. On the client transaction documented on the Raises.com podcast, a Texas HVAC services platform was financed with an institutional senior credit facility, junior debt, a seller note and seller rollover equity together.

Where the negotiation actually happens

Seller notes and rollover are described on the capital markets episode as the place where several million dollars of a structure can be found that did not appear to exist at the start of a conversation. It is a negotiation about timing and risk, not about the price of the business, and buyers who treat it that way get further than buyers who open with the price.

Structure and figures from the Raises.com capital markets episode at raises.com/podcast/tre-brown-capital-markets, and the client transaction at raises.com/podcast/cody-sechelski-texas-hvac-rollup. Terms depend on the business, the seller and the lender.

Next: where seller paper sits in the full stack and the terms defined plainly. Raises.com structures and papers these at raises.com/buy-a-business.

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Raises.com builds the fund or SPV structure, the offering documents, the financial model and the data room for an acquisition, then introduces the debt and equity that closes it. Published flat fee, no success fee, no carry.

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