Most business owners confuse value creation with wealth acceleration — and it's costing them everything after the deal closes. This episode breaks down the family office framework that changes how you think about your business, your exit, and your legacy.
Joshua Wilson sits down with Benjamin Domingue, founder of Family Office Partners, a multifamily office serving private business owners from pre-transaction planning through multi-generational wealth management. With over 15 years of experience and involvement in 45–50 family transactions, Ben brings a rare combination of deal-side coordination, wealth advisory, and family planning expertise that most owners never know they need — until it's too late.
Ben challenges the conventional exit planning narrative, explains why wealth is built through a series of transactions not a single event, and walks through his three-segment wealth framework — liquidity, longevity, and legacy. He also reveals why fixating on your purchase multiple is exactly what buyers want you to do, and why "doing nothing" is sometimes the best financial advice a newly liquid owner can receive. Also joining the conversation is Jude David of FA Mergers, adding the transaction advisory perspective on deal timing, deal structure, and what sellers are really saying when they think they're talking about price.
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🔗 Website: https://www.thedealpodcast.com/ Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuadwilson/ YouTube: https://www.youtube.com/@dealpodcast Powered By: FA Mergers https://www.famergers.com/
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DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.
