Episode 5: You bought a Business, Now what? Working Capital Edition.

Episode 9 The SPOOKY turns of an M&A Deal

🎙️ Episode 9: “The Spooky Turns of an M&A Deal” 👻 Featuring special guest Scott Oliver, Attorney at Lewis and Kappes In this Halloween-themed episode of the Blue Sky Business Acquisitions Podcast, we dive into the spooky side of mergers and acquisitions — the unexpected twists, eerie surprises, and cautionary tales that can surface when closing a deal. Co-host Scott Oliver brings a wealth of insight from his extensive career as a closing attorney and business advisor. Based in Indianapolis, Scott has helped clients navigate thousands of SBA and conventional loans and countless business and real estate transactions across all 50 states. With experience representing banks, non-bank lenders, and business owners, Scott shares practical advice on avoiding the “haunted house” moments of an M&A deal — from due diligence nightmares to contract scares and everything in between. Beyond the boardroom, Scott is a father, husband, attorney, teacher, and advocate for a more human and modern legal profession. He also teaches Legal Communication & Analysis at the Indiana University Robert H. McKinney School of Law and frequently speaks on business development and personal branding for professionals. Tune in for a conversation full of insight, strategy, and a few lighthearted scares — perfect for anyone interested in the real-world twists behind closing deals in today’s market. 🎧 Listen now on Buzzsprout, Spotify, or wherever you get your podcasts! #BlueSkyBusinessPodcast #BusinessAcquisition #MandA #SBA #Entrepreneurship #SmallBusiness #PodcastEpisode Support the show [https://www.buzzsprout.com/2527579/support]

Episode 8: Buyer Interview with Reset.com Buyer Bryan Cartwright

Welcome to Episode 8 of the Blue Sky Business Acquisitions Podcast!  In this episode, we sit down with Bryan Cartwright, the new owner of Reset.com, a fast-growing health app available on mobile devices. Bryan opens up about his bold decision to leave the corporate world and commit full-time to the Entrepreneurship Through Acquisition (ETA) path. Over the course of two years, Bryan navigated the ups and downs of the searcher journey until he ultimately discovered and acquired Reset.com. He shares what it really takes to transition from employee to owner, the challenges along the way, and the rewarding moment of closing on a company that truly aligned with his vision. If you’re an M&A buyer, search fund entrepreneur, or aspiring business owner, this episode is packed with insights, lessons, and real-world inspiration you won’t want to miss. 🔹 What you’ll learn in this episode: Why Bryan left a stable corporate career for ETA The realities of a two-year search process How he evaluated opportunities before landing on Reset.com Lessons for anyone looking to buy and operate a business 👉 Don’t forget to subscribe to the Blue Sky Business Acquisitions Podcast for more stories, strategies, and insights from searchers and business owners in the M&A space.   #ETA #search #businessacquisition #mergersandacquisitions #sba #Entrepreneurship #Podcast #businessfinance #businessowner #businessinsights #buyingabusiness #wealthbuilding #wealthymindset  Support the show [https://www.buzzsprout.com/2527579/support]

Episode 7: Legal Review in the M&A Process

Episode 7: Legal Review in the M&A Process In this episode of Blue Sky Business Acquisitions, we sit down with one of Wisconsin’s leading M&A business attorneys, Jan Pierce of Pierce Law SC in Milwaukee. With over two decades of experience, Jan has built a practice dedicated to guiding startups and closely held businesses through every stage of their journey from launch and growth to acquisitions and real estate transactions. Jan shares his insights on the legal review process in mergers and acquisitions, breaking down what buyers and sellers need to know to protect themselves and set up a successful deal. His practice focuses primarily on business and real estate transactions, but his expertise also spans landlord–tenant issues, bankruptcy, creditor rights, and intellectual property. A graduate of Viterbo University (BBA in Accounting) and Marquette University Law School (J.D.), Jan also served ten years in the Army Reserves and began his career as an accountant before entering law. Since 2000, he has helped hundreds of clients build businesses, acquire real estate, and navigate both challenges and opportunities in the marketplace. If you’re considering buying or selling a business, this episode will give you a clear view of the critical legal steps that can make or break your deal  #lawyer #businessfinance #businesslaw #legaladvice #legaltips #businesscapital #blueskybusiness #mergersandacquisitions #businessacquisitions #businessfinance #business  Support the show [https://www.buzzsprout.com/2527579/support]

Episode 6: "Wealth Management in the M&A Process" Featuring Two of Wisconsin’s Top Wealth Advisors

In this powerful episode of the Blue Sky Business Acquisitions Podcast, we dive into the critical but often overlooked role of wealth management in Mergers and Acquisitions. Whether you're a buyer, seller, or advisor, this conversation is packed with valuable insights that can impact your long-term financial success.Our expert guests, Ruben Rivas and Joseph Thompson from Strategic Wealth Partners, bring decades of experience helping high-net-worth individuals and business owners make smarter decisions through major life and liquidity events.🔹 Ruben Rivas – Known for his relationship-first approach, Ruben builds long-term strategies to help clients build, preserve, and transfer wealth.📧 rrivas@stratwealth.com🔹 Joseph Thompson, CEPA, EA – A Certified Exit Planning Advisor and IRS Enrolled Agent, Joe specializes in guiding business owners through successful exits with strategic tax and financial planning.📧 jthompson@stratwealth.com💡 Whether you're thinking about retirement, succession planning, or post-sale investment strategy, this episode delivers actionable takeaways to prepare you financially for what’s next.👉 Watch now and level up your M&A planning with expert guidance. 🎧 Available on YouTube and Spotify.#wealthbuilding #businesscapital #blueskybusiness #mergersandacquisitions #businessacquisitions #businessfinance #business Support the show [https://www.buzzsprout.com/2527579/support]

Episode 5: You bought a Business, Now what? Working Capital Edition.

Episode 5: "You bought a Business, Now what? Working Capital edition"The latest episode of the Blue Sky Business Acquisitions Podcast is live on Spotify and YouTube — and it’s a must-listen for anyone navigating the complex world of business buying. What happens in the 30, 60 and 90 days after you buy a business, how can this make you or break you? what happens 1, 2, or 3 years later when your business purchase and plan take of?? This episode covers it all!  This episode we are highlighting our Sponsor David Carbajal with Squash CPA a CPA that specializes in Quality Of Earning reports and the M&A Space. Smart deals start with solid numbers. Squash CPA offers next generation quality of earnings and due diligence to help you navigate your deal confidently. Get started at www.squashcpa.com #BlueSkyBusiness #BusinessAcquisitions #MergersAndAcquisitions #SBALending #DealFlow #ETA #CPA #SMB #SBA #Banking #Working Capital  Support the show [https://www.buzzsprout.com/2527579/support]