Mergers & Acquisitions (M&A)

Business lawyer Rachel Wasserman joins Jason to discuss the realities of selling to private equity. Listeners learn how PE segments differ in intentions and time horizons, why a buyer's motivation matters before entertaining a sale, and how a deal can reshape staff, culture, and operations long after closing.

Richard Parker of the Diomo Corporation reveals what business sellers often leave unsaid and how buyers can navigate the gaps. The episode covers due diligence as the buyer's main protection, reading a seller's real motivation, and why terms and transition matter as much as price in an acquisition.

Private transaction advisor David Barnett looks at acquisitions from the buyer's side of the table. Listeners will hear the difference between EBITDA and seller's discretionary earnings, what motivates owners to sell, and how deal structure helps a buyer manage the unknowns in a purchase.

Jason Watt shares a first-hand account of selling his family business, ups, downs, and unexpected turns included. Listeners will hear how working capital adjustments and shareholder loans caught him off guard, and why specialist lawyers and experienced advisors matter in a sale.

Transition coach Dave Sinclair joins Jason to explore the emotional side of selling a business. Learn why owners often feel lost after an exit, how defining an ideal life and breaking it into a day-to-day journey helps, and why a growth mindset makes major life shifts easier to navigate.