Are you sure your business is set up to fund the retirement you want and leave the legacy you’ve worked so hard to build?

In this episode of Retirement Planning Simplified, Joe Curry and Lindsay talk with Bob Gauvreau, a successful entrepreneur who built an eight-figure professional services firm.

You’ll hear practical advice on tax strategies, maximizing your business value, and how to prepare your business for sale. He also explains the benefits of family trusts, how to handle family business succession, and why early planning is the key to a smooth transition.

Here’s what you’re in for:

00:00 – Introduction & Welcome

00:45 – Bob Gauvreau’s Entrepreneurial Journey

02:01 – Building an Eight-Figure Firm

03:38 – Retirement Planning for Business Owners

06:13 – Structuring a Business for Sale

09:51 – Family Trusts & Tax Planning

13:41 – Increasing Business Value Before Sale

18:26 – Family Business Succession Strategies

27:45 – Conclusion & How to Connect

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ABOUT BOB GAUVREAU

Bob Gauvreau is an entrepreneur, CPA, and founder of Gauvreau, an award-winning advisory firm dedicated to helping business owners thrive. Since 2008, he has redefined the traditional accounting model—offering tax strategy, compliance, legal services, bookkeeping, coaching, and financial planning—to empower entrepreneurs to use their finances as a true growth engine. Author of The Wealthy Entrepreneur and host of The Wealthy Entrepreneur Podcast, Bob is committed to reducing stress, increasing clarity, and helping business leaders build profitable, purposeful businesses they can be proud of.

You can reach out to Bob through:

LinkedIn: https://www.https://www.linkedin.com/in/robert-gauvreau

Website: https://www.GauvreauCPA.ca (Company)

https://www.robertgauvreau.com (Personal)

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ABOUT JOE CURRY

Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled.

You can reach out to Joe through:

LinkedIn: https://www.linkedin.com/in/curryjoe

Website: https://www.retirementplanningsimplified.ca/

https://www.facebook.com/RetirementPlanningSimplified/

https://matthewsandassociates.ca/

ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED

The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.

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Disclaimer:

Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.