In this episode of Jackquisitions, we break down the essential expert team every acquisition entrepreneur must build before buying a business. Whether you’re acquiring your first HVAC company or scaling into multiple service businesses, assembling the right support system can make or break your deal.

From legal frameworks to SBA loan processing, we cover the professionals who will help you move quickly, avoid costly mistakes, and access high-quality deals. Plus, we spotlight post-acquisition roles that keep your operations tight—like a skilled bookkeeper and a rock-solid insurance broker.

If you're planning to buy a business in 2025, this is your checklist.

🚨 In This Episode, We Cover:

🔹 Why Every Buyer Needs an M&A Attorney

🔹 Using a CPA to Vet Financials and Forecast Performance

🔹 Finding the Right SBA Lender to Get Funded Fast

🔹 How Valuation Experts Can Protect You from Overpaying

🔹 Post-Close Must-Haves: Bookkeeping, Insurance, and Staff

🔹 Bonus: Outsourcing Your Customer Service with Quick Staffers

🌐 ownedandoperated.com

🎙️ Host:

🗣️ Jack Carr

💼 Shoutout to Quick Staffers LLC

Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts.

🔥 Get $1,000 off your first placement here

Send Us Mail!

More Ways To Connect with O&O

Leave a Review

John Wilson, CEO of Wilson Companies
Jack Carr, CEO of Rapid HVAC

📌 Disclaimer:
Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

#204 Top 5 Key Experts You NEED to Buy a Business in 2025

Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast

#204 Top 5 Key Experts You NEED to Buy a Business in 2025