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.
Episodes
44 episodes
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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16:10
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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15:07
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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11:19
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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14:52
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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10:58
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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14:22
Conducting a Pre-Sale Business Audit
A pre-sale business audit is one of the most critical steps before selling a mid-market business. This podcast unpacks how a comprehensive audit can uncover hidden risks, enhance buyer confidence, and maximize your company’s valuation. From fin...
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13:56
Assembling Your Advisory Team
Building the right advisory team is the foundation of a successful mid-market business sale. In this episode, you’ll learn how to assemble experts who bring deep experience in M&A, legal, tax, and financial strategy, each playing a key role...
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17:40
Key Valuation Terms for Canadian Business Owners
Understanding business valuation is essential for Canadian entrepreneurs preparing to buy or sell a company. This podcast unpacks the key terms enterprise value, equity value, and selling price, so you can make confident, informed decisions. Li...
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14:45
2025 Valuation Tips for Canadian Owners
In this episode, we explore the key valuation trends shaping the Canadian private business landscape in 2025. Whether you’re preparing to sell, seeking investors, or simply assessing your company’s worth, understanding how market conditions, pr...
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11:15
Lower-Middle-Market M&A Deal Closes Daily in Canada
Canada’s lower-middle-market M&A scene is more active than ever, with a transaction closing nearly every day across the country. This podcast explores how that pace of activity, driven by companies earning $10 million to $50 million in reve...
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13:02
Exiting a Technology Business: A Strategic Guide
Exiting a technology business is one of the most pivotal moments in an entrepreneur’s journey. This podcast explores how Canadian tech founders can navigate the complexities of selling, merging, or transitioning their companies while preserving...
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14:10
Why Canadian Business Owners Need a 36-Month Rolling Forecast
This episode explores why every Canadian business owner preparing for a sale needs to adopt a 36-month rolling forecast to maximize business value. Listeners will learn how forward-looking financials play a crucial role in shaping buyer confide...
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15:07
The Great Canadian Business Handover: Next Gen Steps Up!
Canada’s business world is in the midst of a massive transformation as Baby Boomers pass the entrepreneurial torch to Generation X and Millennials. This podcast explores the dynamics behind this historic handover, revealing how tens of thousand...
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12:02
How M&A Advisors Craft Target Lists for Canadian Business Sales
When selling a Canadian business valued between $10M and $50M, building the right target list of potential buyers can define the success of the entire process. This podcast breaks down how investment bankers and M&A advisors craft these str...
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15:46
Navigating the Sell-Side Process
Selling a business is one of the most important transitions an entrepreneur can experience. This podcast explores how Canadian business owners can navigate the sell-side process with confidence, clarity and strategy. Listeners will gain a deep ...
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14:36
Maximize Your $10–$50M Sale With Expert M&A Leverage
Selling a $10–$50 million business is often a once-in-a-lifetime opportunity to realize the full value of years of hard work. This podcast explores how Canadian lower-middle market business owners can leverage expert M&A guidance to turn un...
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34:00
Avoid M&A Pitfalls: Secure Your Business Sale in Canada
Navigating the Sell-Side M&A Process: Key Risks and Delays After an Executed LOI for Canadian Business OwnersClosing a business sale does not end with signing the Letter of Intent. It is often where the real challenges begin. ...
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38:45
Navigating a Pre-Emptive Offer
Selling a business is one of the most significant decisions an owner can make, and when a pre-emptive offer appears early in a broad auction process, it can feel like both an opportunity and a test of strategy. In this episode, we break down wh...
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26:04
Early M&A Offer: Bully or Bargain? What to Do Next
In this episode, we delve into the high-stakes world of mergers and acquisitions, where timing and strategy can determine millions. Picture this: you are ready to sell your company when a buyer suddenly offers $22 million with only 72 hours to ...
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34:05
Marketed Sale vs. Direct Acquisition: How You Can Maximize Value
Marketed Sale vs Direct Acquisition: How Canadian Businesses Can Maximize Value When Canadian business owners decide to sell, a pivotal decision involves choosing between a broadly marketed sale and a direct acquisition. The ...
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4:56
Acquire to Accelerate: Fast Growth for Startups
Canadian entrepreneurs with startups pulling in $5 million to $50 million in annual revenue face a familiar crossroads: grind out organic expansion or snap up a rival for quicker wins?The choice matters more than ever in a market where s...
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14:34
De Minimis Exemption Suspension Creates Acquisition Opportunities
The U.S. government's suspension of its de minimis exemption on Aug. 29, 2025, is altering trade dynamics across North America and presenting strategic advantages for Canadian companies in the $5 million to $50 million annual revenue segment.
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14:00