Shows
Selling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyMy Children Are Not Interested in Taking Over My Business.This podcast speaks directly to Canadian business owners facing the reality that their children are not interested in taking over the family business. It offers reassurance that this situation is increasingly common and explains why it does not have to mean the end of your legacy or financial goals. The episode helps owners reframe succession planning as an opportunity rather than a setback.The discussion walks through the full range of ownership transition options available beyond family succession, including management buyouts, private equity, family offices, competitors, entrepreneurs, foreign buyers, and liquidation as a last resort. Listeners will...
2026-02-2411 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyWealth Manager; Is Your Clients Exit Strategy on the Agenda?This podcast is designed for Wealth Managers who work closely with entrepreneurial clients and want to ensure exit strategy conversations are not overlooked. It highlights the massive shift taking place among Canadian business owners as many transition from active ownership toward retirement and monetization. The episode reinforces why a business exit is often the single largest financial event in a client’s life and why it deserves a permanent place on the advisory agenda.The discussion explores the risks facing business owners whose wealth is heavily concentrated in privately held companies and the reality that most businesses ar...
2026-02-2312 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyWhat Factors Impact Business Valuation for Canadian Businesses?This podcast helps Canadian business owners understand the key factors that influence business valuation when preparing for an exit. It breaks down how buyers assess value and why some companies command higher multiples than others. By understanding these drivers in advance, owners can set realistic expectations and take steps to strengthen their position before going to market.The episode explores core valuation components including financial performance, cash flow stability, growth potential, market positioning, and industry conditions. It also discusses the impact of intangible assets such as brand strength, intellectual property, and customer relationships, along with the importance...
2026-02-2010 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyHow to Attract Financial versus Strategic BuyersThis podcast helps Canadian business owners understand how to position their company to attract the right type of buyer during a sale process. It explains the fundamental differences between financial buyers and strategic buyers, and why each group evaluates opportunities through a very different lens. By understanding these distinctions, owners can better align their exit strategy with buyer expectations and value drivers.The episode explores what financial buyers prioritize, including strong financial performance, predictable cash flow, scalable growth, and operational efficiency. It also examines what attracts strategic buyers, such as synergies, market expansion opportunities, brand strength, intellectual...
2026-02-1913 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyWhat Are the Reporting Gaps That Lead an M&A Deals CollapseThis podcast helps Canadian business owners understand why accurate financial reporting is critical to a successful M&A transaction. It explains how reporting gaps can quickly erode trust, reduce valuation, or cause a deal to fall apart during due diligence. By highlighting common pitfalls, the episode prepares sellers to present a clearer and more credible financial story to potential buyers.The discussion covers the most frequent reporting issues that raise red flags, including inconsistent revenue recognition, weak cash flow visibility, incomplete financial statements, hidden liabilities, and poorly supported financial projections. Listeners will learn how buyers interpret these...
2026-02-1813 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyHow to Structure a Sale for Valuation and Sellers LiquidityThis podcast helps Canadian business owners understand how deal structure directly impacts both valuation and seller liquidity during a business sale. It explains why the way a transaction is paid for can be just as important as the headline purchase price, and how thoughtful structuring can protect financial outcomes while reducing unnecessary risk.The episode covers key components of sale structure including upfront cash payments, earnouts, seller financing, escrow arrangements, and non cash consideration. Listeners will learn how each option affects immediate liquidity, long term payouts, and buyer perception, as well as how these elements can be...
2026-02-1211 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyCanadian Business Owners: Preparing for a Successful ExitThis podcast is designed to help Canadian business owners prepare for a successful and well planned exit from their company. It focuses on the critical steps that can protect financial security, support long term goals, and reduce stress during one of the most important transitions an owner will ever face. Listeners will gain clarity on how early preparation can directly impact valuation, deal quality, and life after the sale.Throughout the episode, we cover practical considerations such as organizing financial records, improving operational efficiency, addressing legal and contractual obligations, and choosing the right timing and exit strategy...
2026-02-1112 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyBusiness Owners: Why Start Planning Months Before Your ExitThis podcast explains why business owners who start planning their exit months in advance consistently achieve stronger outcomes. It highlights how early preparation gives sellers more control over timing, value, and deal structure, while reducing surprises that can derail a transaction later in the process.Listeners will gain insight into how advance planning allows time to improve operations, clean up financials, build a capable leadership team, and address tax considerations. The episode covers why buyers place a premium on businesses that are organized, scalable, and not dependent on the owner, and how these factors directly influence valuation...
2026-02-1010 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyFinancial Gaps to Address 24 Months Ahead of Selling a BusinessThis podcast focuses on the most important financial gaps business owners should address at least 24 months before selling. It helps founders understand why early preparation plays such a critical role in valuation and how unresolved financial issues can quietly erode buyer confidence long before a deal reaches the finish line.Listeners will learn how common gaps such as disorganized financial records, underreported income, inconsistent profitability, and unresolved tax liabilities show up during a sale process. The episode explains why buyers care deeply about predictability, transparency, and risk, and how gaps in forecasting, recurring revenue, or documentation can...
2026-02-0513 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyKey Financial Levers That Increase Business ValuationThis podcast breaks down the key financial levers that directly influence business valuation during the exit phase. It is designed to help founders understand how buyers assess value and which financial drivers matter most when determining price, risk, and long term potential.Listeners will learn how revenue growth, profitability, operational efficiency, and customer diversification shape buyer perception and impact valuation multiples. The episode also explores the importance of a strong management team, disciplined asset management, and debt reduction, explaining how each lever can strengthen financial health and reduce perceived risk for acquirers.The conversation focuses...
2026-02-0311 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyCommon Issues Found in Due Diligence and What Sellers Should FixThis podcast explores the most common issues buyers uncover during due diligence and why they so often determine whether a deal moves forward or falls apart. It is designed to help founders understand what buyers are really looking for when they review financials, operations, and risk, and how being unprepared can directly impact valuation and buyer confidence.Listeners will gain practical insight into frequent red flags such as inconsistent financial records, unresolved tax or legal issues, unhealthy cash flow, and overreliance on the founder. The episode walks through how these issues show up in due diligence and...
2026-02-0213 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyThe One Thing to Increase Your Exit ValuationThis podcast focuses on the single most important driver founders can influence today to increase their exit valuation: recurring revenue. It explains why buyers place such a premium on predictability and how stable revenue streams reduce perceived risk in an acquisition.Listeners will learn how recurring revenue directly impacts valuation multiples, smooths volatility, and gives buyers confidence in future earnings. The episode breaks down why businesses with subscriptions, long term contracts, and repeat customers consistently outperform transactional models during sale negotiations.The discussion also covers practical ways founders can build and strengthen recurring revenue, from...
2026-01-3013 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyWhy 80% of Canadian Business Owners May Never SellThis podcast explores why so many Canadian business owners never complete a sale and what separates those who succeed from those who stall. It helps listeners understand the real barriers that prevent exits and why building a great business does not always translate into a sellable one.The episode covers the most common challenges owners face, including overvaluation, lack of preparation, owner dependency, and weak succession planning. It also looks at the uniquely Canadian factors that influence deal outcomes, such as market size, economic cycles, financing conditions, and industry specific pressures that affect buyer confidence....
2026-01-2811 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyEmpower Sellers: Maximize Value, Win Buyers with Key Tools This podcast is designed to help Canadian business owners prepare for a successful exit by understanding the tools that drive stronger outcomes in sell side transactions. It explains how the right preparation can reduce friction, increase confidence, and position a business to command better terms when going to market. Listeners will learn how Information Request Lists bring structure and clarity to the sale process, helping management teams stay focused while uncovering opportunities to strengthen the business before buyers engage. The episode also explores sell side Quality of Earnings reports and how they establish credibility, validate sustainable earnings, an...
2026-01-2714 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyBenefits of Association Membership When Selling a BusinessThis podcast explores how business association membership can play a valuable role when preparing to sell a business. It highlights why being part of an organized network can strengthen your position long before a transaction begins. Listeners will gain a clearer understanding of how associations support smarter planning and better outcomes during a sale.The episode covers key benefits such as access to industry knowledge, market insights, and educational resources related to valuation, exit strategies, and negotiations. It also explains how credibility and visibility gained through association membership can make a business more attractive to buyers while...
2026-01-2216 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacySell Your Business to a Friend: Pros & Cons for CanadiansThis podcast examines the unique opportunity of selling your Canadian business to a friend and why it can be both appealing and risky. It helps business owners think clearly about whether bypassing a traditional market process truly serves their financial and personal goals. The episode is designed to bring perspective to a decision that often feels simple on the surface but carries long term consequences.Listeners will learn the key advantages of a friend-to-friend transaction, including speed, confidentiality, cost savings, and greater control over the future of the business. At the same time, the podcast explores the...
2026-01-2113 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyBest Practices for Selling Your Canadian Business Safely 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 in...
2026-01-1914 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyHow Bankers Build a Buyer List for Your Canadian Business SaleThis podcast helps Canadian business owners understand how investment bankers identify and prioritize the right buyers when preparing a business for sale. It breaks down the strategy behind building a buyer list and explains why this step is critical to maximizing value, maintaining confidentiality, and creating competitive tension in a sale process.Listeners will learn how bankers analyze a business, define ideal buyer profiles, and use market research, industry data, and professional networks to uncover strategic, financial, and international buyers. The episode explains how prospects are screened, ranked, and approached, giving owners clarity on what happens behind...
2026-01-1615 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyHow to Pick the Best Intermediary to Sell Your BusinessThis 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...
2026-01-1512 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyKey Considerations for Business Owners Thinking of SellingThis podcast explores the key considerations Canadian business owners need to understand before selling a lower-middle-market company. It breaks down how buyers think about value, risk, and opportunity, helping owners see their business through the lens of private equity firms, strategic acquirers, and management teams. By focusing on preparation, transparency, and timing, the episode helps owners position their companies for a stronger, more confident exit.Listeners will learn what truly drives valuation in the Canadian market, including EBITDA multiples, quality of earnings, deal structure, and tax planning considerations. The discussion covers how to prepare financials, reduce operational...
2026-01-1310 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyBe Prepared for Due Diligence When Selling Your BusinessThis episode breaks down exactly how Canadian business owners can get ahead of the due diligence process when preparing to sell a company generating one to three million in annual EBITDA. You will learn why thorough preparation is essential for speeding up the deal timeline, increasing buyer confidence, and strengthening your negotiating position. Through clear guidance and real world Canadian context, the discussion highlights how organized financials, transparent documentation, and early planning set the foundation for a smoother sale.We explore each area buyers scrutinize most closely, including financial statements, operational processes, legal compliance, and market positioning...
2025-12-1314 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyGoing to MarketThis episode walks you through the pivotal moment when you decide to take your Canadian business to market and how the right M&A intermediary can make all the difference. Aimed at owners of companies generating 5M to 50M in annual revenue, the conversation explains how to attract serious, qualified buyers while protecting confidentiality, minimizing disruption, and positioning your business for a premium valuation. You will hear exactly how a strategic go to market plan can boost competition and sharpen your negotiating leverage.We dig into the practical role of your intermediary in the real world: identifying...
2025-12-1213 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyQuality of Earnings (Q of E) Report – Building TrustThis episode breaks down how a Quality of Earnings report strengthens trust, enhances transparency, and sets the financial foundation for a successful business sale in the Canadian mid-market. You’ll learn why validating the sustainability of your earnings is essential and how a well-prepared Q of E can reduce surprises, ease buyer concerns, and support a higher valuation. The discussion highlights how this analysis goes beyond traditional accounting to reveal the proper drivers of performance that matter most to serious buyers.Listeners will gain clarity on how to select the right accounting firm, what information you’ll need...
2025-12-0713 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacySetting Up the Virtual Data Room (VDR)This episode explores how a well-structured Virtual Data Room supports a smooth and competitive sell-side M&A process for Canadian mid-market business owners. Listeners will learn why early data readiness, clear organization, and controlled buyer access form the backbone of an efficient due diligence phase. The conversation highlights how these steps build credibility, protect confidentiality, and strengthen the Initial Opinion of Value that guides the deal.You will hear practical guidance on selecting a secure VDR platform, gathering the right financial, legal, and operational information through an Information Request List, and organizing documents so buyers can easily...
2025-12-0610 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyChoosing the Right Sell-Side Strategy for Your Canadian BusinessThis podcast breaks down how Canadian lower middle market business owners can choose the right sell side strategy when preparing for an exit. By exploring the differences between broad auctions, limited auctions, and negotiated sales, listeners gain a clear understanding of how each approach supports goals such as maximizing valuation, protecting confidentiality, or accelerating timelines. The episode explains how independent M&A advisors tailor these processes and why strategic preparation is essential for businesses generating one to three million dollars in EBITDA.Listeners will also learn about the diverse buyer groups active in the Canadian market including...
2025-11-2916 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacySecond Bite: A Lucrative Exit for Canadian OwnersThis episode explores how Canadian business owners can unlock significant value through a second bite exit strategy by selling a majority stake while staying actively involved in the business. Listeners will learn how this approach provides upfront liquidity, shared risk, and access to capital that supports expansion, acquisitions, and long term growth. The podcast breaks down why this model often outperforms scaling a company independently, especially in Canada’s competitive and capital constrained environment.You’ll hear how private equity partners bring strategic expertise, operational support, and financial resources to accelerate growth while allowing founders to retain mean...
2025-11-2815 min
LinkedIn Simplified and Business Guests Expert TipsStorytelling for Business: How to Be Remembered & Resonate with Amy Nubson and Rosemary O'ShaughnessyIn a world of endless content and automated messages, how do you and your business truly stand out? In this episode, host Rosemary O'Shaughnessy is joined by Amy Noobson of NuFire Collective learn about authentic connection. The transformative power of storytelling, the real meaning of collaboration beyond simple networking, and how to build the clarity, courage, and confidence needed to show up authentically online. Amy shares a deeply personal story about her immigrant grandmother that changed her perspective on business and life, offering a masterclass in how to use vulnerability as a strategic strength. If you've ever...
2025-11-2339 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyRetired Entrepreneur Shares Lessons Selling A Family BusinessThis episode explores the real-world journey of selling a long-standing family business through the experience of retired entrepreneur Chantal Hampson. Listeners will learn how a combination of preparation, clarity, and the right buyer mindset can transform an uncertain transition into a rewarding exit. The story offers practical takeaways for anyone considering a sale, whether the goal is retirement, a new direction, or simply creating space for the next generation to lead.Through Chantal’s reflections, this podcast highlights the value of understanding your numbers, anticipating buyer expectations, and building a succession plan that aligns with the long-term he...
2025-11-2111 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyDetermining Your Business’s ValueThis episode guides Canadian business owners through the essential first step of any successful sale, understanding what your business is truly worth. You will learn why obtaining an informed opinion of value sets the tone for negotiations, shapes buyer expectations, and ensures you enter the market with confidence. By breaking down the valuation process into clear, practical steps, this podcast helps you see how early preparation can significantly influence your outcome.We explore the most common valuation methods used in Canada’s mid-market, including EBITDA multiples, discounted cash flow, and comparable transactions. You will discover how industry tr...
2025-11-2015 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacySetting Emotional and Financial Goals for the SaleThis 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...
2025-11-1911 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyEnhancing Business Value Before the SaleIn this episode, we dive into how mid-market Canadian businesses can significantly enhance their value before a sale. Whether your company generates between $5M and $50M in annual revenue, the strategies shared here will help you attract top-tier buyers and command a stronger valuation. From improving revenue diversity to optimizing EBITDA margins and integrating ESG practices, this episode outlines what truly drives buyer interest and higher offers.You’ll hear actionable insights tailored to industries like SaaS, e-commerce, manufacturing, and logistics, along with real-world examples of how companies boosted their worth through smart operational and strategic moves. We...
2025-11-1414 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyConducting a Pre-Sale Business AuditA pre-sale business audit is one of the most critical steps before selling a mid-market business. This podcast unpacks how a comprehensive audit can uncover hidden risks, enhance buyer confidence, and maximize your company’s valuation. From financial readiness and operational efficiency to legal compliance and ESG standards, you’ll learn how to prepare your business for buyer scrutiny and stand out in competitive markets.We explore real-world examples of Canadian mid-market firms across SaaS and e-commerce, manufacturing, and logistics that successfully boosted their valuations through strategic pre-sale audits. You’ll discover how addressing tax discrepancies, solidifying manage...
2025-11-1314 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyAssembling Your Advisory TeamBuilding the right advisory team is the foundation of a successful mid-market business sale. In this episode, you’ll learn how to assemble experts who bring deep experience in M&A, legal, tax, and financial strategy, each playing a key role in navigating the complex process of selling a $5M–$50M Canadian business. Whether your goal is to maximize valuation, reduce risk, or manage cross-border transactions, this discussion breaks down exactly which kind of advisors you need and why their expertise matters.We’ll explore the roles of M&A intermediaries, lawyers, accountants, tax advisors, and Quality of Ear...
2025-11-1217 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyKey Valuation Terms for Canadian Business OwnersUnderstanding business valuation is essential for Canadian entrepreneurs preparing to buy or sell a company. This podcast unpacks the key terms enterprise value, equity value, and selling price, so you can make confident, informed decisions. Listeners will gain clarity on how these valuation metrics shape negotiations, influence deal structures, and ultimately impact the financial outcome of a business transaction in Canada’s dynamic market.Through real-world examples and practical explanations, you’ll learn how enterprise value captures the total worth of your business, how equity value reflects what truly belongs to you after debts, and how the fina...
2025-11-0714 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your Legacy2025 Valuation Tips for Canadian OwnersIn this episode, we explore the key valuation trends shaping the Canadian private business landscape in 2025. Whether you’re preparing to sell, seeking investors, or simply assessing your company’s worth, understanding how market conditions, profit margins, and deal structures are evolving can give you a strategic edge. You’ll learn what factors are driving recovery in valuation multiples and why timing and performance matter more than ever for achieving strong results.We also dive into how industry differences, business size, and changing buyer preferences are influencing company valuations. From scaling your operations to aligning with sector benchm...
2025-11-0611 min
Infinite LoopsMichael Perry — Improbable Mentors and the Art of Midwestern Storytelling (EP. 289)What happens when a shy farm kid from rural Wisconsin who never dreamed of being a writer becomes one of America's most beloved storytellers? Michael Perry joins Infinite Loops to share his remarkable journey from cleaning calf pens to pitching scripts at Universal Studios, all while maintaining his day job as a volunteer firefighter and EMT in his hometown. This conversation is a masterclass in authentic storytelling, practical wisdom, and the power of staying true to your roots while navigating an industry that often values credentials over character. Perry shares unforgettable stories about turning down Oprah (yes...
2025-11-061h 52Selling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyLower-Middle-Market M&A Deal Closes Daily in CanadaCanada’s lower-middle-market M&A scene is more active than ever, with a transaction closing nearly every day across the country. This podcast explores how that pace of activity, driven by companies earning $10 million to $50 million in revenue, reflects a healthy, resilient market. Listeners will gain a clear understanding of what’s fueling this growth, from steady deal flow and strong valuations to global investor interest, and why it matters for Canadian business owners.Each episode dives into the real data behind the numbers, breaking down sector trends, valuation multiples, and the professionals guiding these transactions. Whether you’...
2025-11-0513 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyExiting a Technology Business: A Strategic GuideExiting a technology business is one of the most pivotal moments in an entrepreneur’s journey. This podcast explores how Canadian tech founders can navigate the complexities of selling, merging, or transitioning their companies while preserving value and vision. Through practical strategies and real-world examples, listeners will gain a clear understanding of exit options — from strategic and financial buyers to IPOs and management buyouts — and learn how to align their exit plan with their long-term goals.Listeners will discover how to prepare their businesses for a successful exit by strengthening operations, protecting intellectual property, building strong leadership teams...
2025-10-3114 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyWhy Canadian Business Owners Need a 36-Month Rolling ForecastThis episode explores why every Canadian business owner preparing for a sale needs to adopt a 36-month rolling forecast to maximize business value. Listeners will learn how forward-looking financials play a crucial role in shaping buyer confidence and driving premium valuations. By understanding how projected EBITDA and forward multiples influence modern dealmaking, owners can better position their companies for successful exits.We break down the advantages of maintaining a continuous 36-month outlook, including how it balances precision with long-term vision. From forecasting revenue and managing costs to anticipating market and regulatory changes, this approach helps owners plan...
2025-10-3015 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyThe Great Canadian Business Handover: Next Gen Steps Up!Canada’s business world is in the midst of a massive transformation as Baby Boomers pass the entrepreneurial torch to Generation X and Millennials. This podcast explores the dynamics behind this historic handover, revealing how tens of thousands of companies and billions in wealth are shifting hands. Listeners will discover the real impact this transition is having on local economies, industries, and innovation across the country.Each episode dives deep into the data and stories behind this generational shift, uncovering how Gen X and Millennial entrepreneurs are modernizing legacy businesses, driving digital transformation, and building sustainability into Ca...
2025-10-2412 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyHow M&A Advisors Craft Target Lists for Canadian Business SalesWhen selling a Canadian business valued between $10M and $50M, building the right target list of potential buyers can define the success of the entire process. This podcast breaks down how investment bankers and M&A advisors craft these strategic lists for lower-middle-market business owners. You’ll learn how professionals identify qualified buyers, align outreach with your goals, and ensure confidentiality while maximizing competition to drive higher valuations.Listeners will gain insights into each step of the target list process — from analyzing your company’s strengths and defining buyer criteria to researching, prioritizing, and vetting buyers who are th...
2025-10-2315 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyNavigating the Sell-Side ProcessSelling a business is one of the most important transitions an entrepreneur can experience. This podcast explores how Canadian business owners can navigate the sell-side process with confidence, clarity and strategy. Listeners will gain a deep understanding of what it takes to prepare their company for sale, maximize value and preserve their legacy through every stage — from preparation and valuation to negotiation and closing.Each episode dives into the realities of today’s Canadian market, including the impact of interest rates, digital transformation and evolving buyer expectations. You’ll hear expert insights on how to position your busine...
2025-10-1614 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyMaximize Your $10–$50M Sale With Expert M&A LeverageSelling a $10–$50 million business is often a once-in-a-lifetime opportunity to realize the full value of years of hard work. This podcast explores how Canadian lower-middle market business owners can leverage expert M&A guidance to turn unsolicited approaches from stakeholders, like competitors, suppliers, or management teams, into competitive auctions that drive maximum value. You’ll learn how the right strategy can transform a single offer into multiple bids, creating leverage that translates directly into higher sale prices and better deal terms.Through practical insights and real-world examples, we break down how M&A advisors identify strategic bidders, mana...
2025-10-1634 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyAvoid M&A Pitfalls: Secure Your Business Sale in CanadaNavigating the Sell-Side M&A Process: Key Risks and Delays After an Executed LOI for Canadian Business OwnersClosing a business sale does not end with signing the Letter of Intent. It is often where the real challenges begin. In this episode, we explore what happens after the LOI is executed and why this stage can be the most unpredictable part of the M&A journey. For Canadian business owners, the time between signing the LOI and receiving final payment can bring deal fatigue, renegotiations, and unexpected delays.We explain how leverage shifts...
2025-10-0939 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyNavigating a Pre-Emptive OfferSelling a business is one of the most significant decisions an owner can make, and when a pre-emptive offer appears early in a broad auction process, it can feel like both an opportunity and a test of strategy. In this episode, we break down what a pre-emptive offer really means, how it can affect your auction process, and what Canadian business owners should consider before saying yes.We explain how broad auctions work, why pre-emptive offers arise, and what they reveal about buyer motivation. You’ll learn to assess offer strength, evaluate timing, and decide when to ne...
2025-10-0827 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyEarly M&A Offer: Bully or Bargain? What to Do NextIn this episode, we delve into the high-stakes world of mergers and acquisitions, where timing and strategy can determine millions. Picture this: you are ready to sell your company when a buyer suddenly offers $22 million with only 72 hours to respond. It looks tempting, but could this early bid derail your entire auction?We break down the difference between a bully offer and a pre-emptive offer, how to spot the signs, and what each means for your sale strategy. Learn how to respond under pressure, when to negotiate, and when to hold your ground. Through real examples and...
2025-10-0735 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyMarketed Sale vs. Direct Acquisition: How You Can Maximize ValueMarketed Sale vs Direct Acquisition: How Canadian Businesses Can Maximize Value When Canadian business owners decide to sell, a pivotal decision involves choosing between a broadly marketed sale and a direct acquisition. The chosen approach can significantly impact the final valuation, experts say. 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 podc...
2025-09-2505 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyDe Minimis Exemption Suspension Creates Acquisition OpportunitiesThe U.S. government's suspension of its de minimis exemption on Aug. 29, 2025, is altering trade dynamics across North America and presenting strategic advantages for Canadian companies in the $5 million to $50 million annual revenue segment.Under Executive Order 14324, imports valued under $800 no longer receive duty-free entry or expedited customs processing. While this adds costs to low-value shipments from Canada, it enhances the competitiveness of Canadian exports under the U.S.-Mexico-Canada Agreement (USMCA). Goods meeting USMCA rules of origin qualify for preferential tariffs, often zero, compared with 10% to 60% duties on many Chinese imports. Estimates suggest U.S. households...
2025-09-2514 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyAcquire to Accelerate: Fast Growth for StartupsCanadian entrepreneurs with startups pulling in $5 million to $50 million in annual revenue face a familiar crossroads: grind out organic expansion or snap up a rival for quicker wins?The choice matters more than ever in a market where speed trumps patience. Companies pursuing acquisitions boast short-term revenue growth rates 8.3 percentage points higher than those sticking to internal efforts. For mid-sized firms like yours, buying growth isn't just flashy, it's a shortcut to new products, markets and customers that organic builds can't match in time or scale.You're listening to The Shaughnessy Group Podcast—insights on buy...
2025-09-2514 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your Legacy10 Most Negotiated Elements in a Share SaleAs a Canadian business owner with a company generating between $5 million and $50 million in annual revenue, deciding to sell your privately held enterprise is a big step. In this mid-market segment, share sales are common. They let buyers acquire the entire entity — including assets, liabilities and tax attributes — while often giving you favorable tax treatment, such as access to the lifetime capital gains exemption.But the share purchase agreement that governs the deal is complex. As an M&A advisor with experience guiding owners through these transactions, I've seen how certain elements become negotiation battlegrounds. These points can...
2025-09-1822 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyWhy Professional Service Firms Acquire RivalsMore Than Just The Bottom Line: Why Professional Service Firms Acquire RivalsIn the competitive landscape of professional services – from law firms and accounting practices to consulting agencies and architectural studios – the decision to acquire a rival isn't just about snatching up market share. While the core business principles of reducing competition and boosting the bottom line certainly apply, these strategic moves are deeply nuanced by the very nature of what professional firms sell: expertise, relationships, and human capital.You're listening to The Shaughnessy Group Podcast—insights on buying, selling, and growing Canadian busine...
2025-09-1816 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyMaster Working Capital in Your $10–50M Business SaleAs a Canadian business owner preparing to sell your $10 to $50 million revenue company through a broadly marketed M&A process led by an M&A advisor, you’re likely navigating a complex but exciting transition. One critical concept that will arise during negotiations, particularly in the Letter of Intent (LOI) from a buyer, is working capital—and specifically, the requirement to leave a certain amount of working capital in the business as part of a share sale on a debt-free, cash-free basis. This article explains what working capital is, why it’s a focal point in the LOI, and how it...
2025-09-1018 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacySkyrocketing Your $10–$50M Sale With Porter’s Five ForcesFor Canadian business owners of privately owned companies with $10 to $50 million in annual revenue, selling your lower-middle market business is a high-stakes opportunity. Often, an unsolicited approach from a stakeholder—such as a rival, supplier, customer, or management team member—triggers the sale process. By integrating Porter’s Five Forces analysis, a skilled M&A advisor can leverage competitive dynamics to create an auction that maximizes value. Advisors typically add 1.25x EBITDA to the enterprise value, more than offsetting their fees for businesses with $1M to $5M in EBITDA. While you might be tempted to negotiate directly with multiple partie...
2025-09-1018 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyHow Much Capital Is Available to Buy Your Canadian Business?As a Canadian business owner running a lower middle market company—typically generating $5–$100 million in annual revenue or $2–$20 million in EBITDA—you may be wondering about the pool of capital available from private equity (PE) firms and strategic acquirers looking to buy businesses like yours in 2025. The good news? There’s a substantial amount of money out there, and your business could be an attractive target. Here’s a breakdown of the capital landscape and what it means for you.You're listening to The Shaughnessy Group Podcast—insights on buying, selling, and growing Canadian businesses in the lower-middle m...
2025-09-0316 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyMBO: Spotting Top Talent for Your Company's SuccessionA management buyout (MBO) is a strategic transaction where a company’s management team purchases all or part of the business, often with external financing. This approach allows managers to take control of a company they know intimately, leveraging their expertise to drive future success. Below, we explore the key aspects of an MBO, its benefits, challenges, and steps to execute one effectively, including the critical role of hiring an M&A advisor.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...
2025-09-0315 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyDon't Get Caught Off Guard: Auction Your Business for Max ValueAs a Canadian business owner of a privately held company generating $5 million to $50 million in annual revenue, selling your business is a high-stakes endeavor that can define your financial legacy. Businesses in this lower middle market segment typically exhibit earnings before interest, taxes, depreciation and amortization ranging from approximately $1 million to $10 million, depending on industry margins (often 10-20% of revenue) and operational efficiency. In this space, surprises lurk at every turn—from regulatory snags and due diligence revelations to market volatility and buyer dropouts. The key to a successful exit isn't just finding a buyer; it's anticipating every possible sc...
2025-09-0317 min
LinkedIn Simplified and Business Guests Expert TipsEmpowering Women: From Self-Doubt to Self-Worth with Guest Ebi Sheila Diete-SpiffDuring this Podcast Rosemary O'Shaughnessy discusses with her guest Ebi Sheila Diete-Spiff Mindset Coach the journey from self-doubt to self-worth, emphasising the importance of reclaiming personal authority and overcoming toxic environments. She shares actionable strategies for rebuilding confidence, highlights the significance of The Worthy Women Summit, and offers practical tips for women to take small steps towards empowerment and self-acceptance. The discussion underscores the transformative power of gratitude and the necessity of taking action to foster self-belief and resilience.PodcastNo one is coming to hand you permission; it's up to you.Reclaim...
2025-09-0222 min
LinkedIn Simplified and Business Guests Expert TipsEmbodiment Mentoring for Entrepreneurs Guest Linden Thorp Embodiment MentorIn this podcast, Rosemary O'Shaughnessy guest Linden Thorp discusses the significance of embodiment in personal and business success. She emphasizes the importance of connecting the body and mind, especially in a digital age where many individuals dissociate from their physical selves. Through her work as an embodiment mentor, she helps clients navigate challenges such as burnout and imposter syndrome by encouraging them to embody their ideas and connect with their true nature. The conversation also touches on the role of mindfulness tools like Lodestone, the impact of neurodiversity in business, and the necessity of self-trust and authenticity...
2025-08-3141 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyShare Purchase Agreement Strategic ConsiderationsIn a Canadian business share sale, the Share Purchase Agreement (SPA) is the cornerstone document that formalizes the transfer of shares from the seller to the buyer, detailing critical terms such as purchase price, representations and warranties, indemnities, conditions precedent, and post-closing obligations. The Letter of Intent (LOI), typically non-binding except for provisions like confidentiality or exclusivity, precedes the SPA and outlines key deal terms, serving as a framework for negotiations. In an auction process, where multiple suitors compete, a pivotal decision for sellers and their M&A advisors is whether to have their legal counsel draft the SPA...
2025-08-2917 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyDefining Your “Why Sell?” StatementThe first step in selling your mid-market Canadian business ($5M–$50M in annual revenue) is defining your “Why Sell?” statement—a clear articulation of your motivations and goals for the sale. This foundational step ensures your decision aligns with your personal, financial, and emotional objectives, setting the tone for the entire process. For mid-market owners, selling often involves complex considerations, such as transitioning professional management teams, addressing family dynamics in family-owned businesses, or preparing for cross-border opportunities (e.g., to US, European, or Asian buyers). This discussion guides you through crafting your “Why Sell?” statement, addressing emotional challenges like identity los...
2025-08-2224 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyRespond to Cold Outreach From Potential BuyersFor owners of privately-owned Canadian businesses generating $10 to $50 million in annual revenue, receiving an unsolicited call from a potential buyer can be both intriguing and disruptive. These cold outreach attempts—whether from private equity firms, strategic buyers, individual investors, other entrepreneurs, the company’s major customers, major suppliers, or major rivals—often prompt a direct response from business owners, even when they’re not actively looking to sell. While engaging with these inquiries may seem like a logical step to explore opportunities, it can lead to missteps that jeopardize the business’s value, confidentiality, or strategic positioning. Instead, owners should red...
2025-08-2213 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyWhen To Skip A Quality Of Earnings ReportFor Canadian business owners navigating the sale or purchase of a company, a Quality of Earnings (QoE) report can be a powerful tool. This detailed financial analysis examines the sustainability and quality of a company’s earnings, often playing a key role in mergers, acquisitions, or investment decisions. However, producing or requiring a QoE report isn’t always necessary or prudent. Here’s a guide for Canadian business owners on when to forego this step.You're listening to The Shaughnessy Group Podcast—insights on buying, selling, and growing Canadian businesses in the lower-middle market.Let's begin. Th...
2025-08-2111 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyAre you Ready for Due Diligence?Self-Assessment: Are You Ready for Due Diligence?Business owners preparing to sell their company can use this self-assessment, based on the article “Common Issues Found in Due Diligence and What Sellers Should Fix,” to gauge readiness. It features questions linked to key issues from the article, helping owners pinpoint areas for improvement. Answer each question with “Yes,” “No,” or “Not Sure,” and follow the action steps to address weaknesses.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 inf...
2025-08-2009 min
LinkedIn Simplified and Business Guests Expert TipsTurn LinkedIn Profile Views into Paying Clients | The Power of a Human Touch This week, Rosemary O'Shaughnessy reveals why someone looking at your profile can be a opportunity, to turn a profile views into business.Learn how a simple "thank you" message turned a view into a lead and how providing value leads to others showcasing your work on their own profiles. Tune in for actionable strategies to humanise your LinkedIn presence, nurture relationships, and convert casual viewers into loyal clients.PodcastA LinkedIn profile view: it's a potential business opportunity. Are they a right fit for you?TThe conversation: Never underestimate a simple "thank...
2025-08-1904 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyEvaluating a Letter of Intent for Your BusinessReceiving unsolicited interest in buying your company can be both thrilling and overwhelming. The prospect of a sale brings a mix of emotions—pride in what you’ve built, curiosity about the buyer, and uncertainty about whether the offer truly reflects your business’s value. After engaging in discussions, meeting with the interested party, sharing financial information, and receiving a formal Letter of Intent (LOI), the critical question is: *Is the LOI a fair bid for your business?* This article outlines key steps to assess the fairness of an LOI, ensuring you make an informed decision while recognizing the buyer’...
2025-08-1912 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyKey Factors Influencing Seller Responses in Canadian Lower Middle-Market Acquisitions, Understanding the Dynamics of Deal SourcingCanadian buyers interested in acquiring lower middle-market companies—those generating between $5 million and $50 million in revenue—face unique hurdles when searching for suitable targets. Success often hinges on working with an experienced M&A advisor, who can clarify which factors drive measurable responses from potential sellers and shape a thriving deal pipeline.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.Impo...
2025-08-1515 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyGrowing Your Canadian Business Through AcquisitionsFor Canadian business owners aiming to scale their operations, acquisitions offer a powerful strategy to achieve rapid growth, expand market share, and enhance competitiveness. While organic growth—building your business incrementally through internal efforts like increasing sales or developing new products—has its place, acquisitions can deliver transformative results faster and more effectively. A key driver of this value is valuation arbitrage, where acquiring companies at their market multiples and integrating them into your platform significantly boosts the overall enterprise value of your business. In Canada’s dynamic market, where competition is intense and economic conditions can shift, acquisitions—powered...
2025-08-1115 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyUnderstanding Equity Rolls for Canadian Business Owners,As a Canadian business owner preparing to sell your business, you may encounter the term "equity roll" during negotiations, particularly when dealing with private equity firms, strategic buyers, or other sophisticated investors. An equity roll, also known as a rollover or equity rollover, refers to a transaction structure where the seller retains a portion of their ownership in the business by "rolling over" some of their equity into the new ownership structure post-sale. This allows the seller to maintain a stake in the future success of the business while receiving immediate liquidity from the sale. Understanding the forms an...
2025-08-1120 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyNavigating The Management Meeting Stage In The M&A ProcessFor Canadian business owners selling a company with annual revenues between $5 million and $50 million, reaching the management meeting stage in the mergers and acquisitions (M&A) process is a pivotal moment. This phase, typically occurring after initial offers or letters of intent (LOIs) have been received, is where potential buyers get an in-depth look at your business and its leadership team. Engaging an M&A advisor has brought you to this critical juncture, and understanding the importance of the management meeting, who should present, what to present, and the relationship-building dynamics—including the purpose of social events like a wo...
2025-08-1011 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyCompensating Key People When Selling Your Canadian BusinessIn the Canadian business landscape, a company backed by a robust leadership team is inherently more attractive to both financial buyers (like private equity firms) and strategic buyers (such as competitors or consolidators). These buyers value transferability, the ability of the business to thrive without heavy reliance on the original owner, which often translates to higher valuations and smoother transactions. However, the sale process introduces complexities around compensating and retaining key personnel. This article explores the core issues, the human elements at play, and strategies for sellers to mitigate their risks during the sale, contrasted with how buyers address "...
2025-07-3008 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyAbout the Shaughnessy GroupUnlocking Your Companies Value While Honoring Your Legacy. Selling and buying expertise for privately owned Canadian businesses with revenue from $5 million to $50 million 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 end...
2025-07-2813 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyHow Buyers React When Your Business Beats Or Misses ForecastsAs a Canadian business owner preparing to sell a company with $5 million to $50 million in revenue, you've likely invested significant time in the merger and acquisition process. Your M&A advisors have crafted a compelling teaser and confidential information memorandum (CIM), highlighting historical financials, projections and trailing 12-month EBITDA. After receiving multiple expressions of interest (EOIs) from financial and strategic buyers, some even surpassing your valuation expectations, you've shortlisted suitors and granted access to the virtual data room (VDR) for deeper due diligence.You're listening to The Shaughnessy Group Podcast—insights on buying, selling, and growing Canadian bu...
2025-07-2814 minSelling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your LegacyWhere Do M&A Advisors Add the Most Value?As a Canadian business owner running a company with revenues between $5 million and $50 million, you're likely at a crossroads. Maybe you're eyeing retirement, a pivot to new ventures, or simply capitalizing on your hard work. Selling a private business isn't straightforward. It's a complex process fraught with risks, from undervaluation to deal-killing negotiations. This is where hiring an M&A advisor shines. Empirical data shows advisors can boost your sale price by 1.25x EBITDA—translating to an extra $1.25 million to $6.25 million for businesses with $1-5 million in EBITDA. In this post, we'll break down the sell-side process, highlight where ad...
2025-07-2813 min
LinkedIn Simplified and Business Guests Expert TipsLinkedIn Trust Sells: Are You Losing Clients?In this chat, Rosemary O'Shaughnessy LinkedIn Certified Insider, Trainer and Speaker discusses the challenges of content overload on LinkedIn and the importance of building trust. She emphasizes the need for authenticity and empathy in content creation, particularly in a landscape dominated by AI-generated posts. Rosemary O'Shaughnessy encourages business owners to differentiate themselves by producing quality content that resonates with their audience.PodcastLinkedIn is trust broken?Content overload can lead to decision fatigue for users.Many businesses produce similar content, diminishing their uniqueness.AI-generated content can lack the...
2025-06-2904 min
Infinite LoopsAlex Danco — On Strollers, Slop & Citizen Kane (EP.263)Shopify Product Director Alex Danco returns for his NINTH appearance on the show — and he comes in hot. As you'll hear, I didn't even get a chance to introduce him before he launched into his take on what everyone gets wrong about Citizen Kane. We also unpack the performance art of parenting, why dinner parties are the new status signals, the difference between meme and slop culture and MUCH more. Unsurprisingly, this was a fun one. For the full transcript, episode takeaways, and bucketloads of other goodies designed to make you go, "Hmm, that's interesting!", che...
2025-04-101h 42
LinkedIn Simplified and Business Guests Expert TipsRowena Pearce The Human Element: Why Connection Matters for Business SuccessWelcome to this week's Podcast Rosemary O'Shaughnessy digitalcontentmanager.ie . I has a chat with Rowena Pearce who is a super connector and her business is connecting business people to get things done and networking.Key points of this week's podcast.Rowena discusses her journey as a business connector, emphasizing the importance of networking, collaboration, and understanding one's strengths. She shares her thoughts about self-employment, managing overwhelm, and the role of technology and AI in modern business. The conversation highlights the significance of human connection and adaptability in a rapidly changing work environment.The Podcast
2024-10-1524 min
LinkedIn Simplified and Business Guests Expert TipsRosemary O'Shaughnessy Speaking at Virtual Assistants Virtuosos Summit
Welcome to this week's Podcast Rosemary O'Shaughnessy digitalcontentmanager.ie. In this conversation, I discuss the upcoming Virtual Assistant Virtuosos Summit, aimed at freelancers, virtual assistants and coaches.
The summit aims to address challenges faced by freelancers.
Creating a strong LinkedIn profile is crucial for business.
Networking can be effective if done correctly.
Clear communication is vital for client relationships.
Happy customers lead to more referrals.
AI can be beneficial but needs to be evaluated carefully.
Maintaining clients is as important as acquiring new ones.
First impressions can significantly impact business opportunities.
Having operational systems is essential for managing multiple...
2024-09-2205 min
Infinite LoopsJimmy Soni — The Courage of Creative Risk (EP.214)Author and friend-of-the-show Jimmy Soni returns to discuss the future of publishing, the changing world of book marketing, the courage of creative risk, and MUCH more! Important Links: Jimmy's website Jimmy's Twitter The Great Reshuffle Show Notes: Why Traditional Publishing is in Stasis A Case of Broken Incentives The Changing World of Book Marketing & the Case for Patience Talent Spotting & Creative Risk The Challenge of Self-Publishing Experiment, Experiment, Experiment Taylor Swift, Michael Jordan, and the Courage of Trying Something New Don't Be Trapped by the Opinions of Others Jimmy as Emperor of the World...
2024-05-021h 14
LinkedIn Simplified and Business Guests Expert Tips"Convert recommendations into sales. Why use WordPress?"Personal recommendation is just the beginning what happens next? In this episode, Rosemary O'Shaughnessy break down the critical steps potential clients take after hearing about your business offline. They’ll scrutinize your online presence before deciding to work with you.Here’s what we cover:- The Post-Recommendation Reality – Why your digital footprint makes or breaks trust. - Mindset Shifts – How to align your content with a buyer’s decision journey. - Practical Fixes – Immediate actions to ensure your online presence convinces—not confuses.Key Question: When someone Googles you, does what they find acc...
2024-03-1409 min
LinkedIn Simplified and Business Guests Expert TipsStop Wasting Time in Virtual Meetings: Tips for InclusivityWelcome to this week's Podcast Rosemary O'Shaughnessy. This week, I discussed virtual meetings how not to waste time, and having inclusive meetings.PodcastWhat is the Purpose of your MeetingListen to Understand Be Inclusive and Manage TimeWhat is in it for the Attendees of your MeetingBe Prepared TechnologyFollow-up, Next Steps, and Roles and ResponsibilitiesThank you for listening to this week's podcast, Rosemary O'Shaughnessy, Digital Content Manager.My mission is to assist freelancers, coaches, and individuals with dyslexia by creating digital content, offering done-for-you services, or done-for-your-service...
2024-02-2507 min
LinkedIn Simplified and Business Guests Expert TipsBuilding a Winning Freelance Team.Welcome to this week's Rosemary O'Shaughnessy Digital Content Manager. This week, I discuss building a winning freelance team.PodcastThe importance of communication with your freelance team.Personality and character traits to help build your team.Commitment from your freelancers.Consistency to keep work on track and finish work. Caring and retaining talent.Coaching and keeping up to date.Thank you for listening to this week's podcast, Rosemary O'Shaughnessy, Digital Content Manager.My mission is to assist freelancers, coaches, and individuals with dyslexia by creating digital content, offering done-for-you services...
2024-02-1912 min
LinkedIn Simplified and Business Guests Expert Tips"Smart Hiring: Why LinkedIn Wins"Welcome to this week's Podcast Digital content and Expert Advice for Coaches and Freelancers, Rosemary O'Shaughnessy Digital Content Manager. This week, I discuss why to use LinkedIn for hiring top talent.PodcastWhy Use LinkedIn to Hire Top TalentPosting jobs on LinkedInPromoting your jobRating your applicationsOverview of the PodcastThank you for listening to this week's podcast, Rosemary O'Shaughnessy, Digital Content Manager.My mission is to assist freelancers, coaches, and individuals with dyslexia by creating digital content, offering done-for-you services, or done-for-your-service with training.Are you seeking assistance with LinkedIn...
2024-02-1207 min
LinkedIn Simplified and Business Guests Expert TipsHow Content Creation Enables Businesses to Grow?Welcome to this week's Podcast Rosemary O'Shaughnessy Digital Content Manager. This week, I discuss why content creation enables freelancers and coaches to grow their businesses.PodcastWhy create contentSaving time for your businessBuilding authority and trust with your content creation.Your skills and abilities for creating contentBecoming a trusted advisorCreate specific content that is easy to understandThank you for listening to this week's podcast, Rosemary O'Shaughnessy, Digital Content Manager.My mission is to assist freelancers, coaches, and individuals with dyslexia by creating digital content, offering done-for-you...
2024-02-0506 min
Infinite LoopsJim O'Shaughnessy — Turning the TablesFor this milestone 200th (yes, TWO HUNDREDTH) episode of Infinite Loops, regular guest and Infinite Media head Liberty RPF joins writer & researcher Ed William to turn the tables on Jim O'Shaughnessy. Stay tuned for Jim's dream podcast guests, his advice to parents, a diabolical spin on his trademark closing question, and MUCH more! Important Links: Infinite Loops Substack Show Notes: Episode One: Tequila With Ramp Capital Taking Inspiration From My Dinner With Andre Would the Show Be Different if Monetized? "I would be doing this if I wasn't pressing publish" Jim's Definition of a Successful Episode Nerves & Jim's Appearance on...
2024-02-012h 03
LinkedIn Simplified and Business Guests Expert TipsFuture of work and freelancingWelcome to this week's Podcast Rosemary O'Shaughnessy Digital Content Manager. This week I discuss freelancing and the future of work.What motivated me to become a freelancerOverview of the future of workTechnology Building confidence and continuous learningThe importance of human-centric skillsThank you for listening to this week's podcast Rosemary O'Shaughnessy, Digital Content Manager.My mission is to assist freelancers, coaches, and individuals with dyslexia by creating digital content, offering done-for-you services, or done-for-your-service with training.Are you seeking assistance with LinkedIn? I can...
2024-01-2813 min
Everyone Hates YouEveryone Hates Kate BarronHost Michelle Shaughnessy sits down with comedian Kate Barron to discuss failures and rejections.Follow Michelle Shaughnessyhttps://www.twitter.com/michellesfunnyhttps://www.instagram.com/michellesfunnyhttps://www.tiktok.com/@michellesfunnyhttps.//michellesfunny.comFollow Kate Barronhttps://www.twitter.com/Kate_Barronhttps://www.instagram.com/_katebarron/https://www.tiktok.com/@_katebarronhttps.//katebarron.caFollow Michelle Shaughnessyhttps://www.twitter.com/michellesfunnyhttps://www.instagram.com/michellesfunnyhttps://www.tiktok.com/@michellesfunnyhttps.//michellesfunny.com
2023-11-0142 minInfinite LoopsNat & Martha Sharpe — The Conflict between Agency & CommunityNat & Martha Sharpe have been a creative team for over a decade. Nat was a film school graduate and Martha a storytelling enthusiast. They fell in love while filming a musical parody of "Beowulf" with their friends. After another comedy and two documentaries, they started having children. Focus shifted from art to survival. Together, they learned to code, got off food stamps, and traveled around America in an RV. Today, Nat and Martha homeschool their 5 kids and are eager to explore alternative education, expand their comfort zones, and—as always—make movies. Nat & Martha were the firs...
2023-05-301h 14Infinite LoopsJimmy Soni & Liberty RPF — Unleashing the Future of PublishingFriend-of-the-show (and new O'Shaughnessy Ventures team member) Liberty RPF joins Jim and fellow friend-of-the-show Jimmy Soni to discuss the current state of the publishing industry and the new opportunities emerging for current and aspiring authors. Important Links: Jimmy's Website Jimmy's Twitter Liberty's Newsletter Liberty's Twitter 10 Reasons Why I'm Publishing My Next Book on Substack Kurt Vonnegut: Unstuck in Time Show Notes: How has the publishing industry changed? Reinventing the audiobook The living book Towards new book pricing models Why the traditional publishing...
2023-04-271h 24
LinkedIn Simplified and Business Guests Expert TipsHow to stand out and thrive with confidence from the inside out with Author Rosee ElliottWelcome to this week's Podcast Rosemary O'Shaughnessy digitalcontentmanager.ie our guest is Rosee Elliott Author Image Whisperer: Who helps you to stand up, stand out and thrive with confidence and courage.
Rosee's business is House of Colour which is a franchise. She will teach you what colours and styles suites you to look your best. Rosee background is in teaching and loves helping people.
What inspired Rosee to write her book, she loves learning and got interested in imposter syndrome and the book Claire Joseph wrote Ditching the imposter...
2023-04-1627 minInfinite LoopsO'Shaughnessy Ventures is Here (EP.140)We've landed. After 3 months of stealth mode, sneak-peeks, and surprise announcements, we have finally hit launch day. In this special episode of Infinite Loops, hosted by Patrick O'Shaughnessy, Jim chats through the rationale behind founding OSV, the positive impact he wants it to have on the world, and the ways you can get involved. Important Links: OSV's Website Jim's Twitter Show Notes: The origins of OSV Why OSV does not invest third parties' money The story of Jim's investment in Stability AI What...
2023-01-011h 05
Opera N' Coffee34. Pitching and Partnering with Museums with special guest Averie Shaughnessy-ComfortMy sister, Averie Shaughnessy-Comfort educates us on how musicians and other performing artists are hired by an art museum.
Check out the Erie Art Museum here!
www.candiceshaughnessy.com
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2022-07-2649 min
LinkedIn Simplified and Business Guests Expert TipsThe SME community Ireland & UK on LinkedInWelcome to this week's Podcast Rosemary O'Shaughnessy digitalcontentmanager.ie where I speak with Debbie Ringwood from themarketingshop.ie. We chat about the SME Community Ireland on Linkedin and support for business.
SME community started on Twitter around 10 years ago supporting business online and offline.
Today the community has a LinkedIn group of nearly 700 members
We believe it is the right time to activate the group again now Ireland is open for business
During covid19 more people have been using Linkedin from looking for jobs or businesses looking for advice on how to trade in a...
2022-02-0119 min
LinkedIn Simplified and Business Guests Expert TipsAre you losing 20% of your sales?Welcome to this weeks Podcast this is Rosemary O'Shaughnessy digitalcontentmanager.ie. I will be chatting this week about how a business lost 20% of a sale and the sales process to avoid that happening.
During Covid19 are shopping habits have changed and how we spend our money. Do you understand the steps and sales process your customers take before spending their hard earned cash with your business.
I buy my groceries online how did I make that decision it was due to the offline and online world
I noticed a van saying FREE local delivery
I visited t...
2022-01-2008 min
LinkedIn Simplified and Business Guests Expert TipsWhy Confidence helps you create business success with Business Coach Amanda O'RourkeWelcome to this week's Digital Content and Expert Advice for Coaches and Freelancers
Podcast Rosemary O'Shaughnessy
This week I chat with Amanda O'Rourke Inner Calm Coach to High Achieving Women in Business.
Amanda works with high-achieving businesswomen to help them thrive and enjoy what they do. The focus of our chat was about the importance of confidence for businesswomen.
Amanda explained how a lack of confidence can affect the financial success of business owners.
Confidence gives you energy, knowing you can get things done.
Believing what you can achieve.
Relationships are very important with c...
2022-01-1113 min
The Middle Man Podcast with Riley O'Shaughnessy#1 - Kevin O'Shaughnessy: Wall Street, the Financial Crisis, & FatherhoodWelcome to the Middle Man Podcast. The following is a conversation with my dad, Kevin O’Shaughnessy.
He worked in the financial industry for thirty years, finally leaving his job in 2020 as a commodity broker to start his own business. It is nice to hear his perspective on some pivotal moments in the history of finance, like the tech boom in the late nineties, the financial crisis in 2008, and eventually we make our way to speaking about drugs, marriage, and having children.
This… is my very first podcast so please bear with me. I will try t...
2022-01-0555 min
LinkedIn Simplified and Business Guests Expert TipsWhy WordPress for your website?This is Rosemary O'Shaughnessy Welcome to this weeks Podcast where I discuss why I use WordPress to design websites.
What is WordPress
It is a web publishing software.
To create and design websites
That can adapt and grow with your business
WordPress was established in 2003 and WordPress in 2021
2021 WordPress Powers 39.5% of all websites
2021 Shopify 3.2%
2021 Wix 1.5%
2021 Squarespace 1.5%
Source Search Engine Journal - Stats
Examples of companies using WordPress in Ireland
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2021-06-2510 min
LinkedIn Simplified and Business Guests Expert TipsHelping Therapists Market Online with Suzanne Brooker Certified BodyTalk PractitionerPodcast Interview Rosemary O'Shaughnessy with Suzanne Brooker Therapist Helping Therapists Market Online
May 23 • 30:49
This episode is a draft and can’t yet be heard by anyone but you.
In this week's Podcast I interviewed Suzanne Brooker a therapist for 26 years, her clinic is in person and online and she teaches Mindfulness, Meditation, Rahanni/Reiki healing, and personal development.
During the interview, we talked about Suzanne's exact skill set as a Certified BodyTalk Practitioner and Partner at Nature's Frequencies and much more.
How she has helped therapists, adapt and market thei...
2021-05-2330 min