How to Invest in your Business to Maximize Your Exit - We Talk to The Expert, Michael Vincent from EP Advisor's

Podcast: Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies · Mont Wealth Advisors

Opublikowano: 2026-04-30

Rob Pizzichetta of Mont Wealth interviews Michael Vincent, Senior M&A Partner at EP Advisors, about what Australian business owners need to know before selling—often their biggest financial event. They discuss why many owners lack diversification, tax planning and clarity on buyer expectations, and note CGT concessions may apply for retirement (seek tax advice). Vincent explains common seller profiles (fatigued baby boomers vs growth-focused founders), active sectors (facilities management, essential services, infrastructure services, food, healthcare/NDIS), and key mistakes such as trying to sell after earnings peak. He outlines mid-market buyers (trade and private equity), deal types (platform vs...