Episodios

  • Episode 7: Legal Review in the M&A Process
    Aug 28 2025

    Episode 7: Legal Review in the M&A Process In this episode of Blue Sky Business Acquisitions, we sit down with one of Wisconsin’s leading M&A business attorneys, Jan Pierce of Pierce Law SC in Milwaukee. With over two decades of experience, Jan has built a practice dedicated to guiding startups and closely held businesses through every stage of their journey from launch and growth to acquisitions and real estate transactions. Jan shares his insights on the legal review process in mergers and acquisitions, breaking down what buyers and sellers need to know to protect themselves and set up a successful deal. His practice focuses primarily on business and real estate transactions, but his expertise also spans landlord–tenant issues, bankruptcy, creditor rights, and intellectual property. A graduate of Viterbo University (BBA in Accounting) and Marquette University Law School (J.D.), Jan also served ten years in the Army Reserves and began his career as an accountant before entering law. Since 2000, he has helped hundreds of clients build businesses, acquire real estate, and navigate both challenges and opportunities in the marketplace. If you’re considering buying or selling a business, this episode will give you a clear view of the critical legal steps that can make or break your deal

    #lawyer #businessfinance #businesslaw #legaladvice #legaltips #businesscapital #blueskybusiness #mergersandacquisitions #businessacquisitions #businessfinance #business

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    1 h y 20 m
  • Episode 6: "Wealth Management in the M&A Process" Featuring Two of Wisconsin’s Top Wealth Advisors
    Aug 6 2025

    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


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    59 m
  • Blue Sky Business Acquisitions Ep5: You bought a Business, Now what? Working Capital Edition.
    Jun 8 2025

    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

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    50 m
  • Blue Sky Business Ep4: Why do deals fail?
    May 21 2025

    🎙️ New Podcast Episode Out Now! 🎙️

    Episode 4: "Why Do Deals Fail in Today’s Market?"
    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.

    This month, we're spotlighting our co-host Ben Woodward, recently named Coleman's 2024 SBA Lender Professional of the Year 🏆. His award-winning perspective, along with insights from Finance Director Mathew Breselow and M&A Advisor Tom Flanagan, offers a behind-the-scenes look at why deals fall apart — and how you can keep yours on track.

    Whether you're facing challenges in due diligence, underwriting, or closing, this episode gives you real-world strategies to avoid deal failure and get to the finish line.

    #BlueSkyBusiness #BusinessAcquisitions #MergersAndAcquisitions #SBALending #DealFlow #PodcastLaunch #BDOoftheYear #SMB #ETA #SBA #businessfinance #businesscapital #blueskybusiness #mergersandacquisitions #businessacquisitions #business

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    36 m
  • Blue Sky Business Acquistions Podcast Ep. 3 Buy Smart in todays Market
    Mar 14 2025

    In this episode of Blue Sky Business Acquisitions Podcast, we dive deep into the art of buying a business the smart way in today’s market. Joining us is Judd Goodrich from Mainshares.com, a company dedicated to backing the next generation of American owner-operators. Mainshares provides aspiring small business owners with the community, investors, and tools they need to succeed.

    Together, we explore essential strategies for business buyers, covering everything from crafting a solid business plan to navigating equity injection and ensuring post-injection liquidity. Whether you're a first-time buyer or a seasoned entrepreneur, this episode is packed with insights and expert tips to help you maximize your business acquisition success.

    Tune in now for a must-listen conversation on making smarter business purchases!

    #SMB #ETA #SBA #businessfinance #businesscapital #blueskybusiness #mergersandacquisitions #businessacquisitions #business

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    1 h
  • Blue Sky Business Acquisitions Ep2: Sellers! Maximizing Your Exit Value
    Feb 15 2025

    Blue Sky Business Acquisitions Podcast – Sellers! Maximizing Your Exit Value 💼🎙️In this month’s episode, we dive deep into the strategies and key insights that can help you maximize the value of your business before selling. Whether you're planning an exit or just want to boost your company's worth, this episode is packed with expert advice to help you make informed decisions.Joining us is our masterclass co-host, Ed Krajcir, who brings over 20 years of experience in business acquisitions and valuations. His expertise will give you the tools and knowledge you need to get the best deal possible.📺 Watch now on YouTube or listen on Spotify! Don’t forget to like, comment, and subscribe for more expert insights.#BusinessAcquisitions #SellYourBusiness #Entrepreneurship #Podcast #BlueSkyBusiness #eta #smb #Entrepreneurship #Retirementplanning #SBA #bluesky


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    52 m
  • Blue Sky Business Acquisitions Ep1 Introduction to the Podcast
    Jan 15 2025

    Join us as we introduce our 2025 Agenda and dive right into the in's and out's of the M&A process. This podcast is delivered to you be real individuals practicing M&A everyday. #SMB #ETA #SBA #businessfinance #businesscapital #blueskybusiness #mergersandacquisitions #businessacquisitions #business

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    18 m