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, 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 the best fit for your industry. Whether you run an HR consulting firm, a professional services company, or another specialized business, this episode explains how expert advisors leverage market data, networks, and industry experience to position your company for a successful sale.

If you’re a Canadian business owner preparing for a sale, this episode will help you understand how a data-driven, advisor-led approach can attract serious buyers, streamline negotiations, and protect your business’s legacy. Learn what it takes to make your sales process efficient, competitive, and value-maximizing. Explore more insights, guides, and resources at www.Shaughnessy.Group

You're listening to The Shaughnessy Group Podcast—insights on buying, selling, and growing Canadian businesses in the lower-middle market.
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This podcast is for informational purposes only and is not professional advice. Consult qualified advisors for your specific situation.

Important Notice: These podcast notes are unofficial summaries created for personal reference and educational purposes only. They are not intended as a verbatim transcript, official record, or endorsement by the podcast hosts, guests, or producers of Shaughnessy Group.

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For questions or permissions, contact the Shaughnessy team directly. Enjoy the learning, but always do your due diligence!