87: How to Buy a Business (Step-by-Step)

Oct 21, 2024

Discover the steps to purchase cash-flowing small businesses as baby boomers retire. Learn how to define a 'buy box' tailored to your skills and interests. Dive into the importance of due diligence and effective negotiation tactics. Explore the roll-up strategy employed by private equity to maximize profitability. Get insights on using financial tools for budgeting and tax optimization. Plus, essential tips for first-time homebuyers to ensure a smart investment.

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Intro

00:00 • 3min

Mastering the Business Purchase Journey

02:57 • 9min

Navigating the Business Acquisition Landscape

12:13 • 18min

The Roll-Up Strategy: Profitability in Acquiring Small Businesses

30:43 • 2min

Navigating Financial Tools and Strategies

32:38 • 8min

Navigating First-Time Home Buying

40:14 • 9min

Critique of SMA Accounts and Promoting Investment Opportunities

49:34 • 3min