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Episode 16

Closing a Multi-Million Dollar Business Deal (Business Acquisition Part 1) 

In a business acquisition that takes a full year to close, what actually happens? Also, if you’re the acquirer, how can you establish and then maintain trust with the seller?  

What you’ll learn in this episode:

In this episode, Rich and Jason share a raw, real-time debrief from the first day on-site after closing a year-long manufacturing acquisition. They reflect on the complexity of diligence, legal structure changes, and the emotional weight of protecting investor capital while honoring the sellers’ legacy. Together, Rich and Jason emphasize why trust, authenticity, and relationships ultimately determine whether a deal will succeed.

LISTEN TO THE EPISODE HERE
36:35

Episode Highlights

What you’ll learn in this episode: 

(03:56) Why buying a company means acquiring systems, people, and processes, not just numbers.

(06:15) How diligence costs and uncertainty factor into responsible investment decisions.

(08:38) Why protecting investor capital requires resisting shortcuts during transactions.

(12:25) How transparent communication with sellers prevents deals from collapsing under pressure.

(17:44) Why trust can eliminate the need for aggressive legal enforcement after closing.

(21:30) How leadership transitions affect managers and employees emotionally.

(30:12) Why authenticity and consistency matter more than authority on day one

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About The Epic Investor

The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose.