In this episode of Business & Exit Planning Simplified, Joe Curry breaks down the “valuation teeter-totter” — a simple but powerful concept showing how your business’s cash requirements directly impact its value. Learn three practical strategies to free up working capital, improve cash flow, and make your company more attractive to buyers when planning your business exit.

KEY TAKEAWAYS

Understand the Valuation Teeter-Totter: The more cash your business needs to operate day to day, the less it’s worth to potential buyers — and vice versa.

Accelerate Receivables: Get paid faster for the value you deliver. Introducing deposits, strategy fees, or retainers can improve cash flow and strengthen client relationships.

Extend Payables: Negotiate longer payment terms with vendors to preserve your working capital without damaging key relationships.

Optimize Inventory: For product-based businesses, reduce excess stock and align ordering cycles with real demand to free up tied capital.

Boost Business Value Before Exit: Simple cash flow improvements can significantly increase your company’s valuation and make it more appealing to serious buyers.

CALL TO ACTION

• Book: Money Models by Alex Hormozi — frameworks for building cash flow and pricing structures. The first 20 listeners can request a free copy of Money Models by emailing [email protected]

Joe Curry is the host of Business and Exit Planning Simplified podcast, and Your Retirement Planning Simplified podcast, 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://matthewsandassociates.ca/vsl/

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

ABOUT BUSINESS & 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.

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.