This podcast guides Canadian business owners through one of the most important decisions in the sale process choosing the right intermediary to represent their business. It explains how the right broker, M&A advisor, or investment bank can directly impact valuation, buyer quality, confidentiality, and overall deal success, helping owners avoid costly missteps and missed opportunities.
Listeners will learn what to look for when evaluating intermediaries, including experience, credentials, fee structures, marketing strategies, and negotiation skills. The episode breaks down how factors like business size, EBITDA, industry, and whether a company is private or public influence which type of advisor is best suited for the sale, and how marketing approaches differ at each level.
The podcast also covers practical considerations specific to Canada, from local market knowledge and tax implications to cross-border transactions and regulatory compliance. By the end, business owners will have a clear framework to confidently select an intermediary who aligns with their goals and maximizes the outcome of their exit.
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!
