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 Group8:45–14:10 Where to start when planning a business sale14:10–19:30 Personal and financial readiness before selling19:30–27:55 How to value a business and understand multiples27:55–35:40 Finding and approaching potential buyers35:40–42:50 Structuring deals and managing key-person risk42:50–49:15 Tax planning and maximizing after-sale outcomes49:15–53:40 Why every business should stay “sale ready”For more information on Capital Partners visit capital-partners.com.au. Have a question? Email us [email protected]. This episode provides general advice only. 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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