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
