Best The Shaughnessy Group Podcasts (2025)

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The Great Canadian Business Handover: Next Gen Steps Up! 12:11

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3d ago12:11

12:11

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 tra…

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How M&A Advisors Craft Target Lists for Canadian Business Sales 15:55

4d ago15:55

15:55

When 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…

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Navigating the Sell-Side Process 14:44

11d ago14:44

14:44

Selling 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…

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Maximize Your $10–$50M Sale With Expert M&A Leverage 34:08

12d ago34:08

34:08

Selling 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 auc…

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Avoid M&A Pitfalls: Secure Your Business Sale in Canada 38:54

19d ago38:54

38:54

Navigating the Sell-Side M&A Process: Key Risks and Delays After an Executed LOI for Canadian Business Owners Closing 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…

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Navigating a Pre-Emptive Offer 26:13

20d ago26:13

26:13

Selling 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 ow…

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Early M&A Offer: Bully or Bargain? What to Do Next 34:14

21d ago34:14

34:14

In 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 differe…

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De Minimis Exemption Suspension Creates Acquisition Opportunities 14:09

1M ago14:09

14:09

The 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 custo…

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Acquire to Accelerate: Fast Growth for Startups 14:43

1M ago14:43

14:43

Canadian 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 point…

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Marketed Sale vs. Direct Acquisition: How You Can Maximize Value 5:05

1M ago5:05

5:05

Marketed 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—…

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10 Most Negotiated Elements in a Share Sale 22:12

1M ago22:12

22:12

As 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 favorabl…

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Why Professional Service Firms Acquire Rivals 16:34

1M ago16:34

16:34

More Than Just The Bottom Line: Why Professional Service Firms Acquire Rivals In 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 co…

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Skyrocketing Your $10–$50M Sale With Porter’s Five Forces 18:49

2M ago18:49

18:49

For 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 a…

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Master Working Capital in Your $10–50M Business Sale 18:49

2M ago18:49

18:49

As 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 spe…

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How Much Capital Is Available to Buy Your Canadian Business? 16:47

2M ago16:47

16:47

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 amoun…

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Don't Get Caught Off Guard: Auction Your Business for Max Value 17:13

2M ago17:13

17:13

As 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 approxima…

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MBO: Spotting Top Talent for Your Company's Succession 15:15

2M ago15:15

15:15

A 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, c…

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Share Purchase Agreement Strategic Considerations 17:06

2M ago17:06

17:06

In 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…

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Defining Your “Why Sell?” Statement 23:35

2M ago23:35

23:35

The 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…

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Respond to Cold Outreach From Potential Buyers 13:39

2M ago13:39

13:39

For 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, maj…

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When To Skip A Quality Of Earnings Report 11:35

2M ago11:35

11:35

For 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 repo…

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Are you Ready for Due Diligence? 9:00

2M ago9:00

9:00

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. Answe…

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Evaluating a Letter of Intent for Your Business 12:42

2M ago12:42

12:42

Receiving 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 f…

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Key Factors Influencing Seller Responses in Canadian Lower Middle-Market Acquisitions, Understanding the Dynamics of Deal Sourcing 15:43

2M ago15:43

15:43

Canadian 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 thr…

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Growing Your Canadian Business Through Acquisitions 15:45

3M ago15:45

15:45

For 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 t…

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Understanding Equity Rolls for Canadian Business Owners, 20:00

3M ago20:00

20:00

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…

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Navigating The Management Meeting Stage In The M&A Process 11:06

3M ago11:06

11:06

For 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-dept…

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Compensating Key People When Selling Your Canadian Business 8:08

3M ago8:08

8:08

In 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…

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About the Shaughnessy Group 13:16

3M ago13:16

13:16

Unlocking 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 inform…

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How Buyers React When Your Business Beats Or Misses Forecasts 14:12

3M ago14:12

14:12

As 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 EBI…

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Where Do M&A Advisors Add the Most Value? 13:54

3M ago13:54

13:54

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-ki…