Your Retirement Planning Simplified

EP 1: The 4 Types of Buyers


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Thinking about selling your business? In this pilot episode, Joe Curry explains why many Canadian business owners struggle to sell—and how understanding the four main types of buyers can help you plan a smoother, more successful exit.

Joe breaks down the key differences between individual buyers, strategic buyers, financial buyers, and internal buyers (like family or employees). Each type of buyer comes with their own goals, expectations, and ways of doing deals.

Whether you're planning to retire soon or just thinking ahead, this episode will help you understand who your ideal buyer might be and how to prepare your business to sell for the best possible price.

Here's what you're in for:

00:49 – Why many businesses don't sell

01:07 – The 4 types of business buyers

01:57 – Individual buyers: pros & cons

04:21 – Strategic buyers: pros & cons

07:32 – Financial buyers: pros & cons

10:04 – Internal buyers: pros & cons

13:11 – Why it's important to know your buyer

14:16 – Wrap-up and next steps

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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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Your Retirement Planning SimplifiedBy Joseph Curry, CFP Professional

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