Episode 169: M&A 101: Must-Knows Before Buying a Firm
Description
Thinking about acquiring another firm?
In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition and the red flags that should make you walk away.
Joined by Tim and Kristy & Dani, Jamie shares:
✅ The four ways to grow your firm (and why M&A is the fastest one)
✅ The biggest mistakes first-time acquirers make
✅ Why cultural fit matters more than price
✅ How to structure a retention deal that protects your downside
If you’re looking to grow fast without the stress of scaling chaos, this episode is your M&A masterclass.
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3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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