On this episode of the Apex Business Advisors Podcast we discuss one of Apex’s core value—"success is not accidental." Andy and Doug walk listeners through the practical and psychological challenges that arise in buying and selling businesses. 

Topics covered include common transaction roadblocks, lender expectations (EIN, operating agreements, closing checklists), timelines and typical delays, and the importance of buyer readiness and organization. The hosts explain how advisors help remove obstacles while requiring buyers and sellers to take responsibility for key tasks.

Key points emphasize mindset—staying positive, collaborating as a team, knowledge transfer from seller to buyer—and real examples of process hiccups (appraisers, underwriting timelines). Listeners will learn what to expect, what to prepare before financing, and how to keep deals moving toward a successful close.