In this powerful episode of the Blue Sky Business Acquisitions Podcast, we dive into the critical but often overlooked role of wealth management in Mergers and Acquisitions. Whether you're a buyer, seller, or advisor, this conversation is packed with valuable insights that can impact your long-term financial success.Our expert guests, Ruben Rivas and Joseph Thompson from Strategic Wealth Partners, bring decades of experience helping high-net-worth individuals and business owners make smarter decisions through major life and liquidity events.🔹 Ruben Rivas – Known for his relationship-first approach, Ruben builds long-term strategies to help clients build, preserve, and transfer wealth.📧 rrivas@stratwealth.com🔹 Joseph Thompson, CEPA, EA – A Certified Exit Planning Advisor and IRS Enrolled Agent, Joe specializes in guiding business owners through successful exits with strategic tax and financial planning.📧 jthompson@stratwealth.com💡 Whether you're thinking about retirement, succession planning, or post-sale investment strategy, this episode delivers actionable takeaways to prepare you financially for what’s next.👉 Watch now and level up your M&A planning with expert guidance.

🎧 Available on YouTube and Spotify.#wealthbuilding #businesscapital #blueskybusiness #mergersandacquisitions #businessacquisitions #businessfinance #business

Episode 5: "You bought a Business, Now what? Working Capital edition"The latest episode of the Blue Sky Business Acquisitions Podcast is live on Spotify and YouTube — and it’s a must-listen for anyone navigating the complex world of business buying. What happens in the 30, 60 and 90 days after you buy a business, how can this make you or break you? what happens 1, 2, or 3 years later when your business purchase and plan take of?? This episode covers it all!

This episode we are highlighting our Sponsor David Carbajal with Squash CPA a CPA that specializes in Quality Of Earning reports and the M&A Space. Smart deals start with solid numbers. Squash CPA offers next generation quality of earnings and due diligence to help you navigate your deal confidently. Get started at www.squashcpa.com

#BlueSkyBusiness #BusinessAcquisitions #MergersAndAcquisitions #SBALending #DealFlow #ETA #CPA #SMB #SBA #Banking #Working Capital