Your Retirement Planning Simplified

EP 9: How Closing the Profit Gap Can Boost Your Business Exit Value


Listen Later

What if you could add a million dollars to your business without selling a single extra unit or finding new clients?

In this episode of Business and Exit Planning Simplified, Joe talks about the profit gap, the silent drain that lowers your business value.

He explains what the profit gap is, how to measure it, and simple steps you can take to close it. You'll learn why buyers care about profit more than revenue, how higher margins increase both your income today and your future sale price, and why cleaning up your finances makes your company more attractive.

Whether you're planning to exit in 1 year or 10 years, closing the profit gap is one of the fastest ways to increase business value and secure your retirement.

Here's what you're in for:

00:00 Identifying the profit gap 02:57 How to close the profit gap 06:36 Why normalizing financials matters 10:21 Strategies to increase profitability 14:27 Final thoughts and next steps

—-------------------------------------------------------------

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.

...more
View all episodesView all episodes
Download on the App Store

Your Retirement Planning SimplifiedBy Joseph Curry, CFP Professional

  • 3.9
  • 3.9
  • 3.9
  • 3.9
  • 3.9

3.9

7 ratings


More shows like Your Retirement Planning Simplified

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

449 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

809 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,314 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

524 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

542 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

670 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

199 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

585 Listeners

The Long View by Morningstar

The Long View

909 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

810 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

38 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

892 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

173 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

145 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

102 Listeners