Sunbelt Business Brokers NWLA
Sunbelt Business Brokers NWLA
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  • More
    • Home
    • Get To Know Me
    • Discovery Call
    • Closed Deals
    • Contact Me
    • Ready to Sell?
    • Current Listings
    • Business Brokers
    • Blog
    • Podcast
    • Locations
      • Dallas
      • Houston
      • Tyler
      • Longview
      • Shreveport
      • Lafayette
  • Home
  • Get To Know Me
  • Discovery Call
  • Closed Deals
  • Contact Me
  • Ready to Sell?
  • Current Listings
  • Business Brokers
  • Blog
  • Podcast
  • Locations
    • Dallas
    • Houston
    • Tyler
    • Longview
    • Shreveport
    • Lafayette

Steps To Sold Podcast on YouTube

Signs It’s Time to Sell Your Business – Recognizing the Right Moment Before It Passes

Brandon and Chris discuss the critical signs that indicate when it's time to sell a business. They explore common myths surrounding business sales, the importance of preparation, and the impact of family dynamics on succession planning. Through real-world stories, they highlight the consequences of waiting too long to sell and emphasize the need for proactive strategies to maximize business value. The conversation also covers the significance of understanding business valuation and the role of timing in the selling process, ultimately encouraging business owners to be prepared for unexpected changes.

From LOI to Close: What Really Happens Behind the Scenes

In this episode of the Steps to Sold podcast, Brandon Bourgeois and Chris Sater delve into the intricate process of transitioning from a Letter of Intent (LOI) to closing a business deal. They discuss the common misconceptions surrounding LOIs, the importance of timelines, and the critical role of due diligence. The hosts emphasize the necessity of involving the right professionals, such as accountants and attorneys, and the significance of preparation in ensuring a smooth transaction. They also highlight the emotional aspects of the process and the broker's role in managing expectations and keeping the deal on track. Ultimately, the conversation serves as a comprehensive guide for sellers and buyers navigating the complexities of business sales.

Same Business Different Deal - How Buyer Type Shapes the Structure

In this episode of the Steps To Sold Podcast, Brandon and Chris discuss how different buyer types influence the structure of business transactions. They explore the importance of fit beyond just price, the distinctions between asset and stock purchases, and the unique challenges faced by individual buyers. The conversation also highlights the advantages of strategic buyers and private equity firms, emphasizing the need for sellers to understand the complexities of deal structures and financing options. 

The State of the Market – Selling Your Business in 2025

In this podcast episode, Brandon and Chris discuss the current state of the market for selling businesses in 2025. They explore key trends, including inventory challenges, buyer behavior, financing options, and the importance of scalability for business growth. The conversation highlights the uncertainty in the market and how it affects both sellers and buyers, emphasizing the need for preparation and adaptability in deal structures. 

Organizational Mistakes That Can Derail a Sale

In this episode of the Steps To Sold podcast, Brandon Bourgeois, Chris Sater and guest Nathan Hamaker discuss the organizational mistakes that can derail a sale. They explore common financial missteps, the importance of clean bookkeeping, and the implications of different business structures on sales. The conversation delves into the differences between cash and accrual accounting, the advantages of stock sales versus asset sales, and when business owners should consider reorganizing before a sale. 

The Deal Behind the Deal: What You’re Really Agreeing to With a Seller Note

Brandon and Chris delve into the intricacies of seller financing, emphasizing the importance of personal guarantees, the risks associated with seller notes, and the necessity of clear communication between buyers and sellers. They discuss the emotional and financial implications of seller financing, the need for structured agreements, and the potential alternatives to seller financing. The conversation highlights the significance of building relationships and understanding the unique needs of different industries when it comes to financing business transactions.  

Negotiation Strategies That Close More Deals – How to Handle Tough Negotiations

Brandon and Chris delve into the intricacies of negotiation strategies in business sales. They discuss the emotional dynamics involved, the common pitfalls that can derail deals, and the importance of building trust and relationships between buyers and sellers. The conversation emphasizes the need for preparation, understanding motivations, and knowing when to walk away from a deal. Through anecdotes and insights, they provide valuable guidance for navigating the complex world of business negotiations. 

What Good Buyers Do Differently with Special Guest George Wellmer

In this episode of the Step to Sold podcast, Brandon Bourgeois and Chris Sater engage with George Welmer, founder and CEO of Tupelo, to explore the intricacies of buying businesses. They discuss the challenges buyers face in a competitive market, the importance of understanding the market landscape, and the steps buyers should take to prepare for inquiries. The conversation highlights the significance of crafting effective inquiries, recognizing red flags in buyer behavior, and navigating the due diligence process. 

Major SBA SOP Changes with Special Guest Huy Tran from Byline Bank

 In this episode of the Steps To Sold podcast, Brandon Bourgeois and Chris Sater discuss significant changes to the SBA Standard Operating Procedures (SOP) with guest Huy Tran from Byline Bank. 

How to Find the Right Business to Buy

In this episode of the Steps of Sold podcast, Brandon Bourgeois and Chris Sater discuss the essential steps and considerations for individuals looking to buy a business. They emphasize the importance of defining personal financial goals, understanding the key criteria for evaluating potential businesses, and avoiding common pitfalls in the acquisition process. The conversation also highlights the significance of operational fit and the role of a broker in facilitating successful transactions. Listeners are encouraged to create a buyer profile and approach the business buying process with clarity and preparation.

Understanding Business Valuations: What Really Drives Value?

Brandon and Chris delve into the complexities of business valuations. They discuss the various methods of valuation, the importance of financial preparation, and the impact of risk factors on a business's worth. Through real-life examples, they illustrate how different metrics like SDE and EBITDA are used in valuations and emphasize the need for accurate financial reporting to achieve a fair market price. The conversation highlights the significance of understanding one's business value before entering the market, as well as the nuances that can affect a sale's outcome. 

The Role of Due Diligence: What to Expect & How to Prepare

Brandon and Chris delve into the critical process of due diligence in buying and selling businesses. They discuss the importance of thorough preparation, the roles of external advisors, and the necessity of building trust between buyers and sellers. The conversation covers various phases of due diligence, including document review, operational assessments, and market analysis, while highlighting common pitfalls and the significance of transparency. The hosts emphasize the value of a Quality of Earnings analysis and the essential role brokers play in facilitating smooth transactions. Listeners are encouraged to approach due diligence as a vital step towards successful business transactions.

Common Pitfalls When Selling a Business (And How to Avoid Them)

In this episode of the Steps to Sold podcast, hosts Brandon Bourgeois and Chris Sater discuss the common pitfalls when selling a business and how to avoid them. They cover key topics such as overestimating business value, the importance of clean financial documentation, the risks of relying on a single buyer, the necessity of involving key employees in the sale process, and the impact of time on closing deals. The conversation emphasizes the need for proper preparation and realistic expectations to ensure a successful business sale.

The Shortfalls of AI in Business Valuations

In this episode of the Steps To Sold podcast, hosts Brandon Bourgeois and Chris Sater discuss the growing trend of using AI for business valuations. They explore the limitations of AI, emphasizing the importance of human insight in understanding the nuances of business value. Key topics include the significance of goodwill, financial adjustments, owner involvement, market dynamics, and the human element in valuation processes. The conversation highlights the risks of relying solely on AI for accurate business valuations and stresses the need for professional guidance.

Financing for Business Sales

In this episode of the Steps to Sold podcast, Brandon Bourgeois and Chris Sater delve into the complexities of financing business sales. They discuss various financing options, including conventional bank loans, seller financing, and SBA loans, highlighting the challenges and benefits of each. The conversation emphasizes the importance of understanding collateral requirements, the role of seller financing in deal structures, and the transformative potential of SBA financing for small business owners. 

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