In this episode, we dive into how mid-market Canadian businesses can significantly enhance their value before a sale. Whether your company generates between $5M and $50M in annual revenue, the strategies shared here will help you attract top-tier buyers and command a stronger valuation. From improving revenue diversity to optimizing EBITDA margins and integrating ESG practices, this episode outlines what truly drives buyer interest and higher offers.

You’ll hear actionable insights tailored to industries like SaaS, e-commerce, manufacturing, and logistics, along with real-world examples of how companies boosted their worth through smart operational and strategic moves. We’ll also explore how cross-border readiness and professional management systems can turn your business into a more appealing acquisition target.

If you’re preparing to sell or simply want to future-proof your company’s value, this episode offers a practical roadmap to increase your sale price, strengthen buyer confidence, and align with market trends. 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.
Let's begin.

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.

While every effort has been made to capture key insights, quotes, and discussions accurately, errors, omissions, or interpretations may occur due to the subjective nature of summarization. Listeners are strongly encouraged to refer to the original episode for full context, nuances, and original audio.

No Advice Provided: The content discussed in Shaughnessy Group episodes, including these notes, does not constitute professional, financial, legal, medical, or investment advice. Any ideas, strategies, or opinions shared by guests are their own and should not be relied upon without independent verification and consultation with qualified professionals.

Copyright & Usage: All rights reserved. These notes are derived from publicly available podcast episodes and are shared under fair use principles for non-commercial, transformative purposes. Reproduction, distribution, or commercial use without permission from the podcast creators is prohibited.

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

A pre-sale business audit is one of the most critical steps before selling a mid-market business. This podcast unpacks how a comprehensive audit can uncover hidden risks, enhance buyer confidence, and maximize your company’s valuation. From financial readiness and operational efficiency to legal compliance and ESG standards, you’ll learn how to prepare your business for buyer scrutiny and stand out in competitive markets.

We explore real-world examples of Canadian mid-market firms across SaaS and e-commerce, manufacturing, and logistics that successfully boosted their valuations through strategic pre-sale audits. You’ll discover how addressing tax discrepancies, solidifying management structures, and resolving compliance issues can turn potential deal-breakers into opportunities for value creation.

This episode also covers modern tools that streamline audits, including AI-driven financial platforms and ESG software, empowering business owners to complete their audit faster and with greater accuracy. Whether you’re planning a domestic sale or a cross-border deal, this guide helps you strengthen every area of your business before entering the negotiation table.

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.
Let's begin.

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.

While every effort has been made to capture key insights, quotes, and discussions accurately, errors, omissions, or interpretations may occur due to the subjective nature of summarization. Listeners are strongly encouraged to refer to the original episode for full context, nuances, and original audio.

No Advice Provided: The content discussed in Shaughnessy Group episodes, including these notes, does not constitute professional, financial, legal, medical, or investment advice. Any ideas, strategies, or opinions shared by guests are their own and should not be relied upon without independent verification and consultation with qualified professionals.

Copyright & Usage: All rights reserved. These notes are derived from publicly available podcast episodes and are shared under fair use principles for non-commercial, transformative purposes. Reproduction, distribution, or commercial use without permission from the podcast creators is prohibited.

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

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

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 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.

While every effort has been made to capture key insights, quotes, and discussions accurately, errors, omissions, or interpretations may occur due to the subjective nature of summarization. Listeners are strongly encouraged to refer to the original episode for full context, nuances, and original audio.

No Advice Provided: The content discussed in Shaughnessy Group episodes, including these notes, does not constitute professional, financial, legal, medical, or investment advice. Any ideas, strategies, or opinions shared by guests are their own and should not be relied upon without independent verification and consultation with qualified professionals.

Copyright & Usage: All rights reserved. These notes are derived from publicly available podcast episodes and are shared under fair use principles for non-commercial, transformative purposes. Reproduction, distribution, or commercial use without permission from the podcast creators is prohibited.

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