Know Who You’re Dealing With: Financial vs. Strategic Buyers Explained

There are hundreds of buyers in the home services industry — and a lot of them will cut you a check. But knowing who you’re actually doing a deal with could be the most important decision you make. In this episode, David and Shaun break down the two main categories of buyers — financial and strategic — and what owners considering a sale should realistically expect from each one, before and after the deal closes.They explain what private equity funds, family offices, and search funds are actually looking for, how equity rollovers work and why buyers want sellers to have skin in the game, and why strategic buyers can often pay more — but come with less flexibility and autonomy. And they tackle the million-dollar question every owner should be asking when considering a sale: what should I care about beyond the money?