This podcast explores the essential steps Canadian business owners need to take to sell their companies safely and strategically. It focuses on how to reduce risk, protect value, and avoid common pitfalls that can arise during a sale process. Listeners will gain clarity on how proper planning and informed decision making can lead to a smoother and more successful transaction.
Across the episode, we cover best practices for safeguarding employees, customers, suppliers, and intellectual property while navigating due diligence and buyer negotiations. The discussion highlights the importance of confidentiality, legal compliance, and controlled information sharing, with practical insights grounded in Canadian regulations and market realities.
Whether you are preparing for a future exit or actively considering a sale, this podcast provides guidance on working with advisors, managing competitor risk, and maintaining stability before and after closing. It is designed to help owners protect what they have built while maximizing long term outcomes. 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.
This podcast is for informational purposes only and is not professional advice. Consult qualified advisors for your specific situation.
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!
