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 the lens of private equity firms, strategic acquirers, and management teams. By focusing on preparation, transparency, and timing, the episode helps owners position their companies for a stronger, more confident exit.

Listeners will learn what truly drives valuation in the Canadian market, including EBITDA multiples, quality of earnings, deal structure, and tax planning considerations. The discussion covers how to prepare financials, reduce operational risk, address legal and regulatory issues, and respond effectively to buyer due diligence questions. It also explains how different buyer types evaluate opportunities and what they look for in growth, management continuity, and scalability.

Beyond the numbers, this podcast addresses the emotional and legacy aspects of selling a business. It offers insight into choosing the right buyer, protecting employees and customers, and planning for life after the sale. Whether you are planning an exit in the near term or several years away, this episode provides practical guidance to help you navigate the process with clarity and confidence.

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This podcast is for informational purposes only and is not professional advice. Consult qualified advisors for your specific situation.

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.

While every effort has been made to capture key insights, quotes, and discussions accurately, errors, omissions, or interpretations may occur due to the subjective nature of summarization. Listeners are strongly encouraged to refer to the original episode for full context, nuances, and original audio.

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