The Personal CFO Podcast

Ep.040: Built Around You? Your Exit Just Got Harder


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In this episode, Matt Harrison, president and co-founder of Horizon Advisors, shares insights on exit planning, building valuable businesses, and overcoming founder dependencies. Discover strategies to maximize your company's value, prepare for sale, and navigate the emotional and financial journey of business exit.

Topics Covered in this Episode

00:00 Introduction to Exit Planning and Founder Challenges

02:33 Understanding Founder Dependency and Its Impact

05:32 The Importance of Sales in Business Scalability

08:06 Overcoming Emotional Barriers in Delegation

10:45 Defining the North Star for Business Growth

13:34 Preparing for Business Sale and Valuation Insights

24:55 Understanding Business Valuation Gaps

27:24 Identifying Value Creation Opportunities

31:49 The Role of Advisors in Business Sales

35:06 Preparing for a Successful Exit

39:34 Navigating Generational Business Transitions

44:57 De-risking Business Ownership


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Connect with Guillaume

Website: https://www.mwadvisors.ca/guillaume
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/

Connect with Horizon Advisors
Website: https://www.withhorizon.co

Email: [email protected]

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


Keywords

Exit planning, business valuation, founder dependency, M&A, business growth, succession planning, EBITDA, sale process, value creation, entrepreneurship

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The Personal CFO PodcastBy Guillaume Girard, CFA CFP