How to build, value, and sell a business the smart way

Ask a question or send feedbackAden 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”The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us [email protected] episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.