Real stories from founders and leaders on deciding if – and when – to sell, take investment or stay independent.

In this opening episode of the Unlocking Value podcast, we begin a six-part mini series all about the ‘investment story’. To kick things off, we go right back to the first big question founders face: should we even do a deal? Host John Howard is joined by four guests with direct experience of weighing up whether to sell, take on investment or stay the course. They talk candidly about what led them to consider a transaction, how they judged the right time, what kind of deal felt right – and what they’ve learned along the way. 

This episode is packed with real-world insight for anyone starting to think about what a deal might mean and whether it’s the right move at all.

Want to learn more about how investment transactions work in professional services? Download Garwood Growth’s free Unlocking Value book. It’s your step-by-step guide to what’s involved and what you should consider, whether you’re thinking about selling, getting ready for external investment or just exploring your options. You’ll find it here.

🎧 This episode is available to stream below or on any of your usual podcast platforms (such as Spotify and Apple Podcasts)

 

Host: John Howard, Partner at Garwood Growth
Guest: Marc Schmid, Founder and Director at Redmoor Health
Guest: Alison Schmid, Co-founder and Director at Redmoor Health
Guest: Mat Oram, CEO and Co-founder at AdviseInc
Guest: Rob Garner, Executive Chair at AdviseInc. Founder and Partner at Garwood Growth

Ready to explore what’s next for your firm?

Be sure to subscribe to the Unlocking Value podcast on your favourite listening platform so you don’t miss out on the future episodes coming very soon!

If you’re thinking about investment, exit or building long-term equity value, we’d love to help. Get in touch with the Garwood team to start a conversation – and don’t forget to download the Unlocking Value eBook for a practical, step-by-step guide to navigating the journey.