How To Buy And Sell A Business

Clarity Before the Deal: Lessons from Ty Patton

In this episode, attorney Ty Patton joins hosts Jake Wayman and Sam Foreman to unpack what makes business acquisitions succeed—or fail. Drawing from his experience leading and facilitating acquisitions as in-house counsel, Ty explains why having a clear purpose is essential before buying or selling a business. The discussion explores deal discipline, risk management, franchise challen...

Brandon Gaide joins hosts Jake Wayman and Sam Foreman. In this discussion, the roles are reversed, as Brandon interviews Jake and Sam from his perspective in the search process as a first-time buyer. The discussion dives into how early excitement can quickly turn into anxiety, the importance of defining personal success before a deal, and the dangers of overconfidence for new owners. They emphasize the critical role of due diligenc...

Preparing Your Business for a Successful Exit In this episode, Daniel White Vice President of Organizational Development & Family Business Services with AGH CPAs & Advisors joins hosts Jake Wayman and Sam Foreman to discuss how business owners can plan and execute a successful exit or transition. Daniel explains why starting early—ideally 2 to 5 years before selling—can dramatically improve valuation, reduce taxes, and ensu...

Preparing, Valuing, and Structuring Your Deal For Long-term Success

In this episode of the How to Buy or Sell a Business Successfully podcast, Sam Foreman and Jacob Wayman welcome David Barnett to the show. As a small business expert, he now runs a consulting firm that helps buyers and sellers navigate business transitions working primarily across North America.

David breaks down what truly makes a business attractive to buyers and...

Learning to Lead: Insights from a First-Time Business Owner

Tune in for real value in this episode as Sam Foreman and Jacob Wayman chat with Ashley Comeau. Find out what it was really like for Ashely buying a business with no prior ownership experience. She talks about why she and her husband chose to purchase an existing business instead of starting from scratch, how they approached evaluating the opportunity, and what ultimately ...

Unlocking Exit Value: Why 3 Years of Prep Pays Off

In this high-value episode, Sam Foreman and Jacob Wayman are joined by Sean Kennedy of Adams Brown for an in-depth discussion on how sellers can unlock hidden value in their businesses years before a sale. Sean shares actionable strategies on de-risking, financial preparation, business transferability, and navigating buyer expectations in today’s M&A landscape.

Whether it’s dea...

Don’t Kill the Deal: Smart Tips for Sellers

In this episode of How to Buy and Sell a Business Successfully, host Sam Foreman teams up with co-host Jacob Weman to chat with Neil Miller, M&A attorney at QC Rock in Kansas City. Together, they delve into the critical importance of assembling the right deal team, the often-missed value creation opportunities during LOI negotiations, and how missteps—like taking your eye off operatio...

In this episode, seasoned business owner and advisor John Wadsworth shares how he built, scaled, and exited his company through an ESOP, turning lessons from a decades-long entrepreneurial journey into a mission to help others do the same. Joined by hosts Sam Foreman and Jacob Wayman, John offers powerful advice on leadership, transition planning, risk tolerance, and building a business that’s built to last—even after the founder s...

In this episode Sam Foreman interviews Tyler Fee from Fee Insurance Group to explore the often-overlooked but essential role insurance plays in the M&A process. Tyler discusses key topics such as the importance of tail policies, the risks of last-minute insurance planning, and how hidden coverage gaps or past claims can impact a deal’s final valuation. They emphasize why both buyers and sellers need proactive, strategic insuran...

Ryan Bond, Chief People Officer of Thrive Restaurant Group, shares with Jacob Wayman and Sam Foreman, every acquisition begins with an invitation: an open hand to join a shared story built on respect, relationships, and growth. Instead of imposing their way, Thrive patiently integrates new teams by honoring what already works and strengthening it through their values. It's a human-first approach that ensures acquisitions aren't jus...

In this episode, Stephanie Klingzell Carlin, founder of C5 Business Advisors, joins 

Jacob Wayman and Sam Foreman and discusses the often-overlooked factors that contribute to business valuation, such as culture, workforce, and intangible assets. While most business owners focus on financials, Stephanie explains that factors like employee engagement, geographic location, and brand reputation can significantly impact the value of a ...

In this episode, Brent Beshore, CEO of Permanent Equity, joins hosts Jacob Wayman and Sam Foreman to share a refreshing perspective on how private equity can truly create lasting value. Instead of the traditional "buy, strip, and flip" model, Brent discusses how Permanent Equity uses a 30-year investment horizon with no debt, allowing businesses to grow organically and with a focus on preserving their culture.

He highlights how i...

Jed Morris joins co-hosts Jacob Wayman of Wayman Consulting and Sam Foreman of Forman Law to share his experience buying a business that ultimately failed, and the painful lessons he learned in the process. Jed talks about the good and the bad from his experience finding, acquiring and running two businesses. He shares tips from his search process, how too much growth too fast can create problems, and how culture and trust are game...

Stephanie Siders, investment banker with CC Capital Advisors joins co-hosts Jacob Wayman of Wayman Consulting and Sam Foreman of Foreman Law to discuss the process of successfully selling a business. Sephanie shares practical tips about what buyers are looking for, and how to maximize value in a sale, and why starting to prepare several years in advance can make such a big difference. She shares about the power of trust between the...