How to Invest in your Business to Maximize Your Exit - We Talk to The Expert, Michael Vincent from EP Advisor's
- E69
- 17:14
- May 1st 2026
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 bolt-ons), typical EV/EBITDA multiples (often 5–7, ranging ~3–10), how to position growth and clean financials to improve outcomes, options to sell a majority stake and stay for a “second bite,” and why using an advisor helps run competitive processes and structure deals.
00:00 Welcome and Guest Intro
00:11 Why Selling Matters
01:08 Seller Mindsets and Triggers
02:41 Boomer Industries in Play
03:46 Common Seller Mistakes
04:48 Mid Market Buyers Explained
06:58 Multiples and Valuations
08:30 Boosting Your Multiple
10:18 Hot Sectors and Fragmentation
11:35 Partial Exit Second Bite
13:16 Getting Ready to Sell
14:16 DIY Sale vs Advisor
15:22 Timing the Sale Process
16:14 Contact and Wrap Up
Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies
Mont Wealth Advisors founder Rob Pizzichetta offers his "Pizz-Spectives" covering a range of subjects from investment and superannuation strategies, interviews with top fund managers, and discussing the latest investment and economic trends.
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