EP282 The Roadmap to a Successful M&A Journey

The Cash Rich Exit Podcast

Welcome to the latest episode of the 'The Cash Rich Exit Podcast’, where we delve into the pivotal world of business valuation, mergers, and acquisitions. In this episode, our host, Colleen O'Connell-Campbell, is joined by the insightful Guylaine Ure from Sunbelt Business Brokers. Guylaine brings her extensive experience as a certified business intermediary and real estate agent, offering unique perspectives for small to mid-market M&A clients.

On the episode, Colleen and Guylaine discuss:

🔍 The intricacies of business valuation and M&A from an expert's perspective.

💼 The priorities of buyers when considering small to medium-sized businesses.

🚀 Effective exit strategies and methods to increase a business's value.

📖 Real-world stories and practical advice for preparing a successful business exit.

⏳ The importance of starting exit planning at least five years in advance.

🤝 The crucial role of a business broker in facilitating successful transactions.

💹 The importance of maintaining a profitable, well-documented business with streamlined processes.

Before you dive in, please leave us a ⭐️⭐️⭐️⭐️⭐️ rating. Thank you!

Are you a business owner thinking about your exit strategy in 3-5 years? Connect with Colleen on LinkedIn to learn more about how our expert insights can guide you through your journey. Ask how you can book a 1:1 wealth needs analysis. ****

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.