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 gain a clear understanding of how each approach supports goals such as maximizing valuation, protecting confidentiality, or accelerating timelines. The episode explains how independent M&A advisors tailor these processes and why strategic preparation is essential for businesses generating one to three million dollars in EBITDA.

Listeners will also learn about the diverse buyer groups active in the Canadian market including private equity firms, strategic acquirers, family offices, management teams, and search fund entrepreneurs. The podcast highlights what each buyer values most, the questions they ask, and how sellers can position their operations, financials, and transition plans to attract stronger offers. This practical guidance helps owners understand where their business fits and how to align with buyers who match their vision and objectives.

To wrap up, the episode outlines key considerations that influence which process works best such as valuation expectations, confidentiality needs, operational readiness, and legacy priorities. Business owners will walk away with a clearer roadmap for selecting the right approach, preparing their company for due diligence, and building a competitive sale process that supports a successful transition. Explore more insights, guides, and resources at www.Shaughnessy.Group

You're listening to The Shaughnessy Group Podcast—insights on buying, selling, and growing Canadian businesses in the lower-middle market.
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Important Notice: These podcast notes are unofficial summaries created for personal reference and educational purposes only. They are not intended as a verbatim transcript, official record, or endorsement by the podcast hosts, guests, or producers of Shaughnessy Group.

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For questions or permissions, contact the Shaughnessy team directly. Enjoy the learning, but always do your due diligence!