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How to build, value, and sell a business the smart way
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Aden sits down with mergers and acquisitions expert Brendan Cockram from Octavian Group and senior wealth adviser James McLeod to unpack the strategy behind a successful business exit.
They explore how to prepare your business for sale, determine its true value, and structure deals that balance risk and reward.
From understanding key valuation drivers to timing the market and navigating buyer negotiations, this episode reveals the playbook every business owner should know before selling. Plus, the trio discusses emotional readiness, succession planning, and how to ensure your life goals and financial future stay aligned long after the deal is done.
- 3:40–8:45 Brendan’s journey into M&A and founding Octavian Group
- 8:45–14:10 Where to start when planning a business sale
- 14:10–19:30 Personal and financial readiness before selling
- 19:30–27:55 How to value a business and understand multiples
- 27:55–35:40 Finding and approaching potential buyers
- 35:40–42:50 Structuring deals and managing key-person risk
- 42:50–49:15 Tax planning and maximizing after-sale outcomes
- 49:15–53:40 Why every business should stay “sale ready”
___________________________________________________________________________________________
The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!
We draw on over 30 years of experience from David Andrew and the Capital Partners team.
For more information on Capital Partners' award winning team, visit capital-partners.com.au.
Have a question? Email us [email protected].
This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
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By Aden Wilkins & David AndrewAsk a question or send feedback
Aden sits down with mergers and acquisitions expert Brendan Cockram from Octavian Group and senior wealth adviser James McLeod to unpack the strategy behind a successful business exit.
They explore how to prepare your business for sale, determine its true value, and structure deals that balance risk and reward.
From understanding key valuation drivers to timing the market and navigating buyer negotiations, this episode reveals the playbook every business owner should know before selling. Plus, the trio discusses emotional readiness, succession planning, and how to ensure your life goals and financial future stay aligned long after the deal is done.
- 3:40–8:45 Brendan’s journey into M&A and founding Octavian Group
- 8:45–14:10 Where to start when planning a business sale
- 14:10–19:30 Personal and financial readiness before selling
- 19:30–27:55 How to value a business and understand multiples
- 27:55–35:40 Finding and approaching potential buyers
- 35:40–42:50 Structuring deals and managing key-person risk
- 42:50–49:15 Tax planning and maximizing after-sale outcomes
- 49:15–53:40 Why every business should stay “sale ready”
___________________________________________________________________________________________
The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!
We draw on over 30 years of experience from David Andrew and the Capital Partners team.
For more information on Capital Partners' award winning team, visit capital-partners.com.au.
Have a question? Email us [email protected].
This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.