I have been presented with the opportunity to purchase the TPA firm that I currently oversee. I have the advantage of knowing the firm inside and out since I have run it for the last 6 years. I have a good crew of people; all credentialed long term employees.
Unfortunately, I do not have the funds for an outright purchase, so an "owner finance" deal is the only option. Any suggestions or options I may be overlooking? Should it be a stock or asset purchase? Really not sure what questions to ask at this point. We've just started talks, so any pointers would be appreciated!