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Business Exit Mastery Part 2: Avoid Pitfalls and Maximize Value with David Barnett
Thinking of selling your business as part of your retirement plan? Don’t list it like a house and hope for the best.
In this episode, David Barnett is back on the show. He's a business consultant, author, and former business broker. He breaks down exactly what it takes to prepare, structure, and sell a business successfully.
David shares the full process, from business valuation and preparing financials to crafting a buyer-ready business profile and navigating due diligence.
What You’ll Learn:
✅ Why you can’t just “decide to sell” overnight
✅ The documents and systems buyers need to see
✅ How to prepare for due diligence and increase sale value
Here's what you're in for:
0:17 Understanding the Business Selling Process
01:33 Preparing Your Business for Sale
03:55 Creating a Business Profile
06:15 Due Diligence Explained
13:50 Timeline and Planning for Sale
17:33 Transferring Goodwill and Delegation
22:59 Final Thoughts and Contact Information
Learn why most businesses aren’t ready to sell, how to transfer goodwill from yourself to the company, and why exit planning is just good business strategy.
—-------------------------------------------------------------
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.
—-------------------------------------------------------------
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.
View all episodes
By Joe CurryThinking of selling your business as part of your retirement plan? Don’t list it like a house and hope for the best.
In this episode, David Barnett is back on the show. He's a business consultant, author, and former business broker. He breaks down exactly what it takes to prepare, structure, and sell a business successfully.
David shares the full process, from business valuation and preparing financials to crafting a buyer-ready business profile and navigating due diligence.
What You’ll Learn:
✅ Why you can’t just “decide to sell” overnight
✅ The documents and systems buyers need to see
✅ How to prepare for due diligence and increase sale value
Here's what you're in for:
0:17 Understanding the Business Selling Process
01:33 Preparing Your Business for Sale
03:55 Creating a Business Profile
06:15 Due Diligence Explained
13:50 Timeline and Planning for Sale
17:33 Transferring Goodwill and Delegation
22:59 Final Thoughts and Contact Information
Learn why most businesses aren’t ready to sell, how to transfer goodwill from yourself to the company, and why exit planning is just good business strategy.
—-------------------------------------------------------------
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.
—-------------------------------------------------------------
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.