Equity Rolls, Exclusivity Extensions & Talking to Other Buyers | Q&A with Paul Giannamore

Описание: What happens when buyers ask you to roll equity into *preferred shares* without showing details, or when they keep asking for more **exclusivity time**? And can you talk to another buyer after signing an LOI?

In this **Q&A with Paul Giannamore**, Paul unpacks three of the most common (and risky) situations sellers face.

*You’ll learn:*
🔹 Why rolling equity into preferred shares without terms is a red flag
🔹 The questions you must ask about liquidation preferences, ratchets, and control
🔹 How to handle buyers dragging their feet in exclusivity
🔹 Tools like milestones, drop-dead dates, and mutual walkaways
🔹 Why exclusivity should only be granted to buyers who’ve earned it
🔹 The legal dangers of talking to other buyers post-LOI

Paul emphasizes a simple truth: *LOIs are powerful legal documents, not placeholders—treat them that way.*

*Connect with Paul Giannamore*
LinkedIn ▸   / paulgiannamore  
Instagram ▸   / pgiannamore  

📌 *Subscribe for Weekly M&A Insights:*    / @potomactv  

🌐 More resources ▸ https://www.potomaccompany.com/

🎬 Directed, produced & filmed by Dylan Seals, Verbell Ltd.

TIMESTAMPS
00:00 – Rolling 20% into Preferred Shares: Normal or Not?
01:00 – Key Questions: Liquidation Prefs, Ratchets & Control
01:30 – Exclusivity Extensions: When Are They Valid?
02:00 – How to Prevent Buyers from Dragging Their Feet
03:00 – Only Give Exclusivity to Buyers Who’ve Earned It
04:00 – Another Buyer Appears Post-LOI: What Can You Do?
05:00 – Legal Risks of Breaking No-Shop Clauses


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