How To Buy And Sell A Business

Building Strong M&A Communities Through Connection

In this episode, Sam and Jake sit down with Alyssa McGinn to explore how intentional relationship-building can transform a local M&A ecosystem. They break down the origin and growth of ICT Dealmakers, the challenges of fragmented networks, and why better connections lead to better deals. The conversation dives into the importance of community, specialization, and creating more entry points for business owners and advisors alike. If you are interested in buying, selling, or scaling a business, this episode highlights why your network may be your most valuable asset.

Watch the episode on YouTube here: https://youtu.be/SHKXRKxRPc4

Lessons in Growing Through Acquisition

In this episode, Lance Miller break downs what it really takes to grow a business through acquisition. From building trust and evaluating culture fit to navigating the emotional side of buying a company, this conversation highlights the human side of M&A. Lance shares lessons from acquiring a long-time partner business, why relationships matter more than spreadsheets, and how slowing down to listen can lead to stronger, more sustainable growth. Perfect for entrepreneurs thinking about buying a business or scaling beyond their current market.

Family business transitions can be messy, emotional, and high stakes.

Lance Miller shares what it takes to successfully pass the baton across generations, honor and protect relationships, and stay aligned on what really matters.

If you are facing a transition or planning for one, this episode breaks down how to do it with clarity, trust, and purpose.

Rethinking Private Equity Deals, A Better Way to Buy Companies

Hosts Jake Wayman and Sam Foreman sit down with Kevon Saber, an expert in guiding sellers through successful exits, to discuss how business owners can prepare for a successful and meaningful sale. Kevon emphasizes that selling a business goes far beyond price—it’s about safeguarding relationships, values, and legacy. He highlights the need to start planning at last one to two years in advance, clearly define goals, and avoid the common “deadly assumptions” that lead to disappointment. The discussion also delves into the emotional side of selling, exploring how entrepreneurs can maintain a sense of identity, mission, and purpose after exiting their business.

Watch episode on YouTube here: https://youtu.be/i-GwIqM9Dj4

Clarity Before the Deal: Lessons from Ty Patton

In this episode, attorney Ty Patton joins hosts Jake Wayman and Sam Foreman to unpack what makes business acquisitions succeed—or fail. Drawing from his experience leading and facilitating acquisitions as in-house counsel, Ty explains why having a clear purpose is essential before buying or selling a business. The discussion explores deal discipline, risk management, franchise challenges, and the human side of negotiations. Listeners gain practical insights on avoiding emotional decision-making, identifying red flags, and ensuring every acquisition aligns with long-term goals.

Brandon Gaide joins hosts Jake Wayman and Sam Foreman. In this discussion, the roles are reversed, as Brandon interviews Jake and Sam from his perspective in the search process as a first-time buyer. The discussion dives into how early excitement can quickly turn into anxiety, the importance of defining personal success before a deal, and the dangers of overconfidence for new owners. They emphasize the critical role of due diligence, trust, and a strong advisory team in the transaction. Brandon also shares valuable lessons on preserving company culture, and leveraging AI tools to make smarter buying decisions. It’s a grounded, insightful look at what it truly takes to purchase and lead a business successfully.

Preparing Your Business for a Successful Exit In this episode, Daniel White Vice President of Organizational Development & Family Business Services with AGH CPAs & Advisors joins hosts Jake Wayman and Sam Foreman to discuss how business owners can plan and execute a successful exit or transition. Daniel explains why starting early—ideally 2 to 5 years before selling—can dramatically improve valuation, reduce taxes, and ensure smoother ownership transitions. The conversation dives into challenges faced by family-owned businesses, including fairness among heirs and leadership succession, as well as the importance of strong management teams and company culture. Daniel also shares real-world insights on working with the right advisors, avoiding rushed sales, and protecting the legacy of local businesses in the community.

Preparing, Valuing, and Structuring Your Deal For Long-term Success

In this episode of the How to Buy or Sell a Business Successfully podcast, Sam Foreman and Jacob Wayman welcome David Barnett to the show. As a small business expert, he now runs a consulting firm that helps buyers and sellers navigate business transitions working primarily across North America.

David breaks down what truly makes a business attractive to buyers and what can stand in the way of a successful deal. He explains the importance of having strong systems, a capable team, and a business that can operate without the owner at the center of everything.

Watch the video episode YouTube here: https://youtu.be/Dxj8wvLm010