This podcast explores how owners of mid market Canadian businesses can set clear emotional and financial goals before selling. You will learn how to prepare for the personal transition that comes with letting go of a company, including identity changes, family dynamics, legacy concerns, and the unique challenges faced by family owned, digital, and cross border businesses. Each episode helps you understand what emotional readiness looks like and how to shape your next chapter with confidence.

We also break down the financial decisions that influence a successful sale. From establishing your minimum acceptable price to navigating tax efficiency, LCGE eligibility, valuation ranges, and ideal payment structures, this series equips you with practical strategies tailored to mid market firms across industries. Whether you are preparing for retirement, planning succession, or protecting key teams, these insights help you align your financial goals with your long term personal vision.

Through real world examples and actionable tools, this podcast guides you in balancing emotional clarity with financial preparedness. By defining your goals early, you can approach the sale process with structure, confidence, and a clear understanding of what success means for you and your business. 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.
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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.

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For questions or permissions, contact the Shaughnessy team directly. Enjoy the learning, but always do your due diligence!