Your Business Unleashed

Business Valuation in Canada: Tax Planning, M&A Readiness, and ESOPs (What Owners Need to Know)

Achen Henderson CPAs Season 1 Episode 50

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0:00 | 41:28

Unlock the real value of your company—before the CRA, a buyer, or a deal deadline forces the issue. 

In this episode of Your Business Unleashed, host Clayton Achen sits down with a power panel on valuations: Rob Worthington (tax partner, MLT Aikins), Mark Mielke (M&A partner, MLT Aikins), and Gord McFarlane (President, McFarlane Transition Advisors; valuation leader for Achen Henderson). Together they break down why business valuations matter long before a sale—from tax planning, estate freezes, and succession to M&A negotiations, ESOPs (employee stock option plans), and employee ownership structures.

If you’re a Canadian business owner in Calgary (or anywhere in Canada) eyeing growth, transition, or a future sale, this conversation gives you the playbook to maximize value and minimize risk.

Tap play to learn what drives valuation, what tanks it, and the steps to take 2–3 years before you sell—so you don’t leave money on the table. Show notes include guest contacts and resources.

Read the blog

https://www.achenhenderson.ca/