Building the right advisory team is the foundation of a successful mid-market business sale. In this episode, you’ll learn how to assemble experts who bring deep experience in M&A, legal, tax, and financial strategy, each playing a key role in navigating the complex process of selling a $5M–$50M Canadian business. Whether your goal is to maximize valuation, reduce risk, or manage cross-border transactions, this discussion breaks down exactly which kind of advisors you need and why their expertise matters.

We’ll explore the roles of M&A intermediaries, lawyers, accountants, tax advisors, and Quality of Earnings providers, sharing how their combined insights can uncover hidden value and ensure compliance across jurisdictions. Real-world examples, from SaaS firms securing private equity buyers to manufacturers closing deals with European investors, show how a strong advisory team drives both efficiency and profitability throughout the sale process.

You’ll also get practical steps to start building your own team, including an Advisor Hiring Checklist to help evaluate the right professionals for your industry and deal size. Whether you’re planning a cross-border exit or preparing your first mid-market sale, this episode equips you with the clarity and confidence to make informed decisions that protect and grow your business’s value.

Explore more insights, guides, and resources at www.Shaughnessy.Group

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