A quick self-scored quiz on cash flow, customer concentration, management depth and more, to gauge how appealing a Canadian business looks to a buyer today.
The three levels of financial statement reporting, compilation, review and audit, and which level of assurance actually matches a sale versus internal use or financing.
What a holding company protects and enables before a sale, from creditor protection and tax planning to the Lifetime Capital Gains Exemption, and when it is worth setting up.
Selling while supply chain shortages squeeze operations is not automatically the wrong call. The signals that argue for selling now against the signals that argue for holding.
Seven reasons a 24-month runway before exit maximizes value, from fixing financial issues and building a leadership team to structuring the sale tax-efficiently.