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ℹ ABOUT THIS EPISODE

Construction M&A deals often fail after closing due to unknown risks and misrepresented warranties.

Wade Carpenter and Stephen Brown reveal how Representations & Warranties Insurance, Lost Profit Insurance, and proper surety planning protect both buyers and sellers.

Learn why insurance beats traditional escrow arrangements, how to maintain your bonding relationships through transitions, and essential due diligence steps that prevent costly surprises. Perfect for contractors considering buying, selling, or protecting their business value.

⌚️ Key moments in this episode:

• 00:00 Introduction to Construction M&A Challenges
• 00:39 Understanding the Risks in Construction M&A
• 02:11 Mitigating Risks in Construction M&A
• 05:04 Insurance Solutions for M&A Deals
• 09:47 The Role of Surety in M&A
• 17:43 Final Thoughts and Recommendations

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FIND US ONLINE
Wade Carpenter, CPA, CGMA | CarpenterCPAs.com
Stephen Brown, Bonding Expert | SuretyAnswers.com