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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, shapes buyer expectations, and ensures you enter the market with confidence. By breaking down the valuation process into clear, practical steps, this podcast helps you see how early preparation can significantly influence your outcome.
We explore the most common valuation methods used in Canada’s mid-market, including EBITDA multiples, discounted cash flow, and comparable transactions. You will discover how industry trends, regional economic conditions, and business-specific factors like recurring revenue, customer concentration, and proprietary technology all contribute to your company’s value. The episode also highlights important Canadian tax considerations that can influence both valuation and after-tax proceeds.
Finally, this episode shows how owners can use a preliminary valuation to set realistic expectations and identify opportunities to improve their business before going to market. Through practical examples and actionable steps, you will gain a clear understanding of how to maximize value and prepare strategically for the sale process.
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.
Let's begin.
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.
No Advice Provided: The content discussed in Shaughnessy Group episodes, including these notes, does not constitute professional, financial, legal, medical, or investment advice. Any ideas, strategies, or opinions shared by guests are their own and should not be relied upon without independent verification and consultation with qualified professionals.
Copyright & Usage: All rights reserved. These notes are derived from publicly available podcast episodes and are shared under fair use principles for non-commercial, transformative purposes. Reproduction, distribution, or commercial use without permission from the podcast creators is prohibited.
For questions or permissions, contact the Shaughnessy team directly. Enjoy the learning, but always do your due diligence!
By The Shaughnessy GroupThis 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, shapes buyer expectations, and ensures you enter the market with confidence. By breaking down the valuation process into clear, practical steps, this podcast helps you see how early preparation can significantly influence your outcome.
We explore the most common valuation methods used in Canada’s mid-market, including EBITDA multiples, discounted cash flow, and comparable transactions. You will discover how industry trends, regional economic conditions, and business-specific factors like recurring revenue, customer concentration, and proprietary technology all contribute to your company’s value. The episode also highlights important Canadian tax considerations that can influence both valuation and after-tax proceeds.
Finally, this episode shows how owners can use a preliminary valuation to set realistic expectations and identify opportunities to improve their business before going to market. Through practical examples and actionable steps, you will gain a clear understanding of how to maximize value and prepare strategically for the sale process.
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.
Let's begin.
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.
No Advice Provided: The content discussed in Shaughnessy Group episodes, including these notes, does not constitute professional, financial, legal, medical, or investment advice. Any ideas, strategies, or opinions shared by guests are their own and should not be relied upon without independent verification and consultation with qualified professionals.
Copyright & Usage: All rights reserved. These notes are derived from publicly available podcast episodes and are shared under fair use principles for non-commercial, transformative purposes. Reproduction, distribution, or commercial use without permission from the podcast creators is prohibited.
For questions or permissions, contact the Shaughnessy team directly. Enjoy the learning, but always do your due diligence!