Selling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your Legacy
Selling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your Legacy is the roadmap you need to achieve a successful sale.
Tailored for owners of businesses generating $5M to $50M in annual revenue, this podcast provides actionable steps to navigate the complex M&A process in Canada. From personal and family preparation to leveraging tax benefits like the Lifetime Capital Gains Exemption (LCGE), expert insights will help you maximize value and secure your legacy.
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Episodes
61 episodes
Business Owners: Why Start Planning Months Before Your Exit
This podcast explains why business owners who start planning their exit months in advance consistently achieve stronger outcomes. It highlights how early preparation gives sellers more control over timing, value, and deal structure, while reduc...
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10:49
Financial Gaps to Address 24 Months Ahead of Selling a Business
This podcast focuses on the most important financial gaps business owners should address at least 24 months before selling. It helps founders understand why early preparation plays such a critical role in valuation and how unresolved financial ...
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13:54
Key Financial Levers That Increase Business Valuation
This podcast breaks down the key financial levers that directly influence business valuation during the exit phase. It is designed to help founders understand how buyers assess value and which financial drivers matter most when determining pric...
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11:58
Common Issues Found in Due Diligence and What Sellers Should Fix
This podcast explores the most common issues buyers uncover during due diligence and why they so often determine whether a deal moves forward or falls apart. It is designed to help founders understand what buyers are really looking for when the...
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13:14
The One Thing to Increase Your Exit Valuation
This podcast focuses on the single most important driver founders can influence today to increase their exit valuation: recurring revenue. It explains why buyers place such a premium on predictability and how stable revenue streams reduce perce...
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13:04
Why 80% of Canadian Business Owners May Never Sell
This podcast explores why so many Canadian business owners never complete a sale and what separates those who succeed from those who stall. It helps listeners understand the real barriers that prevent exits and why building a great business doe...
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11:21
Empower Sellers: Maximize Value, Win Buyers with Key Tools
This podcast is designed to help Canadian business owners prepare for a successful exit by understanding the tools that drive stronger outcomes in sell side transactions. It explains how the right preparation can reduce friction, increase...
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14:15
Benefits of Association Membership When Selling a Business
This podcast explores how business association membership can play a valuable role when preparing to sell a business. It highlights why being part of an organized network can strengthen your position long before a transaction begins. Listeners ...
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16:06
Sell Your Business to a Friend: Pros & Cons for Canadians
This podcast examines the unique opportunity of selling your Canadian business to a friend and why it can be both appealing and risky. It helps business owners think clearly about whether bypassing a traditional market process truly serves thei...
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13:54
Best Practices for Selling Your Canadian Business Safely
This podcast explores the essential steps Canadian business owners need to take to sell their companies safely and strategically. It focuses on how to reduce risk, protect value, and avoid common pitfalls that can arise during a sale proc...
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14:14
How Bankers Build a Buyer List for Your Canadian Business Sale
This podcast helps Canadian business owners understand how investment bankers identify and prioritize the right buyers when preparing a business for sale. It breaks down the strategy behind building a buyer list and explains why this step is cr...
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15:05
How to Pick the Best Intermediary to Sell Your Business
This podcast guides Canadian business owners through one of the most important decisions in the sale process choosing the right intermediary to represent their business. It explains how the right broker, M&A advisor, or investment bank can ...
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12:08
Key Considerations for Business Owners Thinking of Selling
This podcast explores the key considerations Canadian business owners need to understand before selling a lower-middle-market company. It breaks down how buyers think about value, risk, and opportunity, helping owners see their business through...
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10:04
Be Prepared for Due Diligence When Selling Your Business
This episode breaks down exactly how Canadian business owners can get ahead of the due diligence process when preparing to sell a company generating one to three million in annual EBITDA. You will learn why thorough preparation is essential for...
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14:57
Going to Market
This episode walks you through the pivotal moment when you decide to take your Canadian business to market and how the right M&A intermediary can make all the difference. Aimed at owners of companies generating 5M to 50M in annual revenue, ...
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13:06
Quality of Earnings (Q of E) Report – Building Trust
This episode breaks down how a Quality of Earnings report strengthens trust, enhances transparency, and sets the financial foundation for a successful business sale in the Canadian mid-market. You’ll learn why validating the sustainability of y...
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13:53
Setting Up the Virtual Data Room (VDR)
This episode explores how a well-structured Virtual Data Room supports a smooth and competitive sell-side M&A process for Canadian mid-market business owners. Listeners will learn why early data readiness, clear organization, and controlled...
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10:36
Choosing the Right Sell-Side Strategy for Your Canadian Business
This podcast breaks down how Canadian lower middle market business owners can choose the right sell side strategy when preparing for an exit. By exploring the differences between broad auctions, limited auctions, and negotiated sales, listeners...
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16:18
Second Bite: A Lucrative Exit for Canadian Owners
This episode explores how Canadian business owners can unlock significant value through a second bite exit strategy by selling a majority stake while staying actively involved in the business. Listeners will learn how this approach provides upf...
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15:16
Retired Entrepreneur Shares Lessons Selling A Family Business
This episode explores the real-world journey of selling a long-standing family business through the experience of retired entrepreneur Chantal Hampson. Listeners will learn how a combination of preparation, clarity, and the right buyer mindset ...
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11:27
Determining Your Business’s Value
This episode guides Canadian business owners through the essential first step of any successful sale, understanding what your business is truly worth. You will learn why obtaining an informed opinion of value sets the tone for negotiations, sha...
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15:01
Setting Emotional and Financial Goals for the Sale
This podcast explores how owners of mid market Canadian businesses can set clear emotional and financial goals before selling. You will learn how to prepare for the personal transition that comes with letting go of a company, including identity...
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11:07
Enhancing Business Value Before the Sale
In this episode, we dive into how mid-market Canadian businesses can significantly enhance their value before a sale. Whether your company generates between $5M and $50M in annual revenue, the strategies shared here will help you attract top-ti...
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14:31