The Purposeful Investor
The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.
Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.
Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.
© 2025 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788. The Purposeful Investor® is a registered trademark of Capital Partners Private Wealth Advisers.
The Purposeful Investor
How to build, value, and sell a business the smart way
Aden sits down with mergers and acquisitions expert Brendan Cockram from Octavian Group and senior wealth adviser James McLeod to unpack the strategy behind a successful business exit.
They explore how to prepare your business for sale, determine its true value, and structure deals that balance risk and reward.
From understanding key valuation drivers to timing the market and navigating buyer negotiations, this episode reveals the playbook every business owner should know before selling. Plus, the trio discusses emotional readiness, succession planning, and how to ensure your life goals and financial future stay aligned long after the deal is done.
- 3:40–8:45 Brendan’s journey into M&A and founding Octavian Group
- 8:45–14:10 Where to start when planning a business sale
- 14:10–19:30 Personal and financial readiness before selling
- 19:30–27:55 How to value a business and understand multiples
- 27:55–35:40 Finding and approaching potential buyers
- 35:40–42:50 Structuring deals and managing key-person risk
- 42:50–49:15 Tax planning and maximizing after-sale outcomes
- 49:15–53:40 Why every business should stay “sale ready”
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
