Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

Royalty Deals, LP Protection & The IP Depreciation Secret Most Family Offices Are Missing | FOC

Family Office Club Founder, PE Managing Partner / Family Office, First Gen Family Office (Wellness / Health Tech), Audience Participants

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0:00 | 7:07

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Three rapid-fire insights that the room had not heard before. First: gross revenue royalty deals — a family office founder who has done 17 of them explains why investors love them, almost nobody uses them, and how a dental practice scaled to $30M in revenue returned the full initial investment through monthly cash flow royalties before the exit even happened. Second: deal terms are where most investors get quietly destroyed — preference shares and waterfall structures can leave LPs with nothing even when a deal performs. Third: Grizz Ali reveals that almost no family office is depreciating its intellectual property — a legal, massively underused strategy that simultaneously reduces tax liability and increases balance sheet value when seeking a line of credit.

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