Business & Exit Planning Simplified

Business Exit Mastery Part 1: Avoid Pitfalls and Maximize Value with David Barnett


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In this episode, Joe is joined by David Barnett, a seasoned expert in buying and selling small businesses. If you’re thinking about selling your business—now or in the future—this one’s for you.

David shares the biggest slip-ups owners make when trying to sell, like overpricing based on emotion instead of cash flow, and not realizing what buyers actually look for. They also talk about ways to boost your business’s value before selling—like reducing owner dependence, managing customer concentration, and keeping your equipment in good shape.

Here’s what you’re in for:

00:00 Selling Your Business? Avoid These Costly Mistakes First

00:24 Meet Our Guest + What You’ll Learn in This Episode

02:13 The Most Common Pitfalls Owners Regret Too Late

08:36 What Buyers Really Want — And How to Use It to Your Advantage

12:44 Simple Ways to Boost Your Business’s Value Before Selling

20:33 Final Tips + Where to Learn More Before You Sell

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ABOUT DAVID BARNETT

David Barnett is a seasoned expert in small and medium-sized enterprises, with a business degree from Bishop’s University and a background in e-commerce management. He has built a career spanning business brokerage, commercial finance, and consulting, helping entrepreneurs buy, sell, and grow their businesses. An Amazon best-selling author, Barnett continues to advise clients globally through his writing and advisory work.

You can reach out to David through:

LinkedIn:https://www.linkedin.com/in/davidbarnettmoncton

Website: https://www.DavidCBarnett.com (Blog)

                https://www.DavidCBarnettList.com (Other)

ABOUT JOE  CURRY

Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled.

You can reach out to Joe through:

LinkedIn: https://www.linkedin.com/in/curryjoe

Website: https://www.retirementplanningsimplified.ca/

  https://www.facebook.com/RetirementPlanningSimplified/

                https://matthewsandassociates.ca/ 

ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED

The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.

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Disclaimer:

Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

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Business & Exit Planning SimplifiedBy Joe Curry