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EP279 Cashing Out: An Expert's Guide to Selling Your Business

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Content provided by Colleen O'Connell-Campbell, Colleen O’Connell-Campbell, and Wealth Advisor at RBC Dominion Securities. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colleen O'Connell-Campbell, Colleen O’Connell-Campbell, and Wealth Advisor at RBC Dominion Securities or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Selling your business can be complex, but the rewards of a lucrative exit make it well worth the effort. Jean-François Murphy has brokered over $2 billion in deals, and today he’s here to chat with host Colleen O’Connell-Campbell on The Cash Rich Exit Podcast.

🚀 Jean-François shares how his firm, Filiatrault, facilitates business sales through tailored approaches for each unique scenario. Selling a business is not a one-size-fits-all process.

💡 From financial services to dental clinics, they focus on small and medium businesses. Learn how each deal involves careful preparation like valuations, networking with advisors, and finding the right buyer.

🤝 Hear Jean-François explain the step-by-step process of presenting a Letter of Intent, negotiating terms, and coordinating all parties as "wedding planner" to bring the deal to fruition.

💰 Selling a business in Quebec has extra complexity due to limits on ownership imposed by professional orders. Valuations also come at a premium cost.

📈 Even if you're not ready to exit yet, start planning now. Connect with experts like Jean-François for insights on maximizing your valuation through strategic decisions.

The time and effort required to craft your optimal exit strategy is well justified by the rewards of a lucrative and liberating payday when you sell your business on your terms. This conversation is full of expert wisdom - don't miss it!

📣 Looking to plan your business exit in 3-5 years? Don't just listen - engage with us! Subscribe to 'The Cash Rich Exit Podcast,' leave us a review, and share it with fellow members of the Self-Made Nation to meet and grow with the community.

***

The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities.

All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.

This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.

Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 379394881 series 2426800
Content provided by Colleen O'Connell-Campbell, Colleen O’Connell-Campbell, and Wealth Advisor at RBC Dominion Securities. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colleen O'Connell-Campbell, Colleen O’Connell-Campbell, and Wealth Advisor at RBC Dominion Securities or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Selling your business can be complex, but the rewards of a lucrative exit make it well worth the effort. Jean-François Murphy has brokered over $2 billion in deals, and today he’s here to chat with host Colleen O’Connell-Campbell on The Cash Rich Exit Podcast.

🚀 Jean-François shares how his firm, Filiatrault, facilitates business sales through tailored approaches for each unique scenario. Selling a business is not a one-size-fits-all process.

💡 From financial services to dental clinics, they focus on small and medium businesses. Learn how each deal involves careful preparation like valuations, networking with advisors, and finding the right buyer.

🤝 Hear Jean-François explain the step-by-step process of presenting a Letter of Intent, negotiating terms, and coordinating all parties as "wedding planner" to bring the deal to fruition.

💰 Selling a business in Quebec has extra complexity due to limits on ownership imposed by professional orders. Valuations also come at a premium cost.

📈 Even if you're not ready to exit yet, start planning now. Connect with experts like Jean-François for insights on maximizing your valuation through strategic decisions.

The time and effort required to craft your optimal exit strategy is well justified by the rewards of a lucrative and liberating payday when you sell your business on your terms. This conversation is full of expert wisdom - don't miss it!

📣 Looking to plan your business exit in 3-5 years? Don't just listen - engage with us! Subscribe to 'The Cash Rich Exit Podcast,' leave us a review, and share it with fellow members of the Self-Made Nation to meet and grow with the community.

***

The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities.

All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.

This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.

Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.

  continue reading

100 episodes

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