In this episode, Paul Evans sits down with Tim Templeton of TriVest Partners to explore the world of private equity through the lens of business owners considering a deal. Together, they unpack the key differences between majority and minority transactions, what owners can realistically expect from private equity partners, and how deal structures typically work. Tim also highlights the qualities that make a private equity group a strong partner, beyond just the capital, and shares insight into common red flags that business owners should watch for when evaluating potential investors. Whether you’re preparing for an eventual exit or simply curious about how private equity firms operate, this conversation will give you a clear, practical framework for navigating the process with confidence.

Selling your company is a once-in-a-lifetime event—but what happens next can be just as important as the deal itself. In this episode, Paul Evans sits down with Chris Facka from Level Four to discuss how business owners can plan ahead to invest their sale proceeds wisely. From balancing risk and reward, to structuring your wealth for long-term security, to avoiding common mistakes that can erode your hard-earned gains, Chris shares practical insights that every owner needs to hear before signing at the closing table. Whether you’re months away from a potential exit or just beginning to think about the future, this conversation will help you turn your business sale into a foundation for lasting financial freedom.

In this episode, we sit down with Jeffrey Hall of Preferred Legacy National Trust Bank to explore how business owners can protect and grow their wealth after selling a company.

Jeffrey shares how private trust services and estate planning can simplify the complex administrative tasks that follow a liquidity event, ensuring assets and values are preserved for generations. We’ll dive into strategies for reducing tax exposure, preparing heirs to be responsible stewards, and aligning wealth with purpose and impact.

Whether you’re planning to sell soon or just thinking ahead, this conversation will help you turn business success into a lasting legacy.