In this episode of Family Office Insider, Jason sits down with Maxwell Webster of VAMOS M&A Advisory to unpack one of the most important – and misunderstood – topics in the business world: wealth harvesting vs. wealth creation.

Max shares his journey from lifelong entrepreneur to M&A advisor and explains how business owners can use acquisitions not only to exit successfully, but to grow the value of their companies long before a sale. Together, they explore:

• What “wealth harvesting” versus “wealth creation” really means
• How to know if your business is ready to acquire another company
• What banks look for when financing acquisitions (including how 100% financing can work)
• How to identify the right type of company to buy
• The keys to seamless integration — culture, org charts, leadership, and real risk mitigation
• Why many owners who think they’re ready to sell may actually be primed for growth instead

Whether you're planning an exit, considering expansion, or simply want to understand the real mechanics behind small-business M&A, this conversation offers a practical, insider’s look at how entrepreneurs can build meaningful long-term value.

If you’d like to connect with Max, his contact details are included in the episode notes.

To learn how Three60 Wealth helps business families and physicians maximize their life’s work, visit three60wealth.ca.