• Steps To Sold Podcast Episode 41: Why Hire a Broker?
    Feb 25 2026

    In this episode of the Steps To Sold Podcast, Brandon Bourgeois and Chris Sater emphasize the importance of hiring qualified brokers and advisors in business sales, even if you believe you already have a buyer. It covers deal structuring, negotiation strategies, due diligence, and how professional guidance can maximize value and protect sellers.

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    52 mins
  • Steps To Sold Podcast Episode 40: When to Walk Away
    Feb 17 2026

    In this episode of the Steps To Sold Podcast, Brandon Bourgeois and Chris Sater discuss the critical topic of knowing when to walk away from a business deal, even if the price seems right. They explore various red flags that buyers and sellers should be aware of, including financial issues, operational chaos, and the importance of communication and transparency. The conversation emphasizes the role of brokers in guiding clients through the deal-making process and highlights the impact of lifestyle expectations on negotiations. Additionally, the hosts delve into the complexities of family dynamics in business transactions and the significance of integrity in closing deals.

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    53 mins
  • Steps To Sold Podcast Episode 39: Before the LOI
    Feb 10 2026

    In this episode of the Steps to Solve podcast, Brandon Bourgeois and Christopher Sater discuss the critical aspects of preparing a Letter of Intent (LOI) in business acquisitions. They emphasize the importance of asking the right questions before submitting an LOI, understanding the seller's perspective, and navigating due diligence timelines. The conversation also covers the significance of exclusivity clauses and how to protect value during the LOI process. Real-world examples illustrate the importance of effective communication and negotiation in deal-making.

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    50 mins
  • Steps To Sold Podcast Episode 36: Misguided Advice
    Jan 15 2026

    In this episode of the Steps To Sells Podcast, hosts Brandon Bourgeois and Christopher Sater delve into the often misguided advice that can hinder business transactions. They discuss how well-meaning suggestions from friends and family can lead to costly mistakes, particularly in the emotional landscape of buying or selling a business. The conversation emphasizes the importance of filtering advice through a lens of expertise and market knowledge, rather than relying solely on personal connections. They share anecdotes illustrating the pitfalls of waiting for a better offer, the dangers of withholding information from buyers, and the necessity of transparency in negotiations. The hosts advocate for a balanced approach to advice, encouraging listeners to trust professionals who understand the intricacies of business transactions while remaining cautious of unsolicited opinions that may not align with their best interests.

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    1 hr and 5 mins
  • Steps To Sold Podcast Episode 35: Looking Back on 2025, Looking Ahead to 2026
    Jan 15 2026

    In this episode, Brandon and Chris recap the business brokerage industry in 2025, discussing the top five best and worst trends. They highlight the strong demand for quality businesses, improved seller education, and the increasing use of creative deal structures, including seller financing. The conversation also touches on the integration of AI in business processes and the importance of broker relationships. On the downside, they address unrealistic seller expectations, poor financial records, and the impact of recent SBA changes on deal structures. Looking ahead, they make predictions for 2026, emphasizing the need for preparation and adaptability in a changing market.

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    1 hr and 6 mins
  • Steps To Sold Podcast Episode 34: All Things Trade Businesses (HVAC/Plumbing/Electrical)
    Jan 9 2026

    In this episode of the Steps to Sold podcast, Brandon Bourgeois and Chris Sater delve into the intricacies of trade businesses, focusing on HVAC, plumbing, and electrical services. They discuss the growing market appeal of these businesses, the factors driving their valuation, and the challenges related to licensing and skilled labor. The conversation emphasizes the importance of due diligence, the structuring of sales, and the need for thorough preparation when selling a business. The hosts provide valuable insights for both buyers and sellers, highlighting the significance of clarity and organization in the sales process.

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    54 mins
  • Steps To Sold Podcast Episode 33: Mastering Business Acquisition and Analysis
    Dec 18 2025

    Join Brandon Bourgeois and Chris Sater as they delve into the intricacies of analyzing a business for sale. This episode provides a comprehensive guide for buyers and sellers, covering everything from initial inquiries to the LOI phase. Learn how to set the right tone with brokers, understand financials, and align your goals for a successful acquisition. Whether you're a seasoned buyer or new to the process, this episode is packed with insights to help you navigate the complex world of business transactions. Don't miss out on expert tips and strategies to make your next deal a success!

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    1 hr and 1 min
  • Steps To Sold Podcast Episode 32: Sellers - Think Like A Buyer
    Dec 18 2025

    In this episode of the Steps To Sold Podcast, Brandon Bourgeois and Christopher Sater discuss the evolving landscape of business acquisitions, focusing on what buyers are truly looking for in today's market. They explore the importance of predictable cash flow, scalability, and clean financials, as well as the dynamics of deal structure and the due diligence process. The conversation emphasizes the need for sellers to think like buyers and prepare their businesses for sale by ensuring transferability and transparency. The hosts also address post-close expectations and the significance of effective transition strategies.

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    49 mins