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The Canadian Exit Briefing is the short read many advisers forward to their owner clients. It covers what is moving in the lower middle-market: tax changes, valuation trends, deal structure shifts, buyer activity. Written for owners, useful for the professionals who serve them. Subscribe, and forward freely. https://lnkd.in/e_qxMA6h

If you advise owner-managed businesses, the podcast is built for the conversations you already have. Valuation mechanics. Tax planning around the Lifetime Capital Gains Exemption. How buyers actually diligence working capital. What a quality-of-earnings engagement really does. How earnouts and vendor takebacks behave in practice. Useful for your own thinking. Easy to share with a client who needs to hear it in plain language first. https://lnkd.in/eFJ5vGtc

The interview library is a resource for advisers as much as owners. Tax specialists explaining purification. Lawyers walking through reps and warranties. Bankers talking about how they actually fund acquisitions in the lower middle-market. Owners who have closed a deal describing what they wish they had done 18 months earlier. Subscribe for new conversations as they are published. https://lnkd.in/eDJxpDXq

By the time a client mentions selling, most of the value-creating decisions are already behind them. Every adviser who works with owner-managed businesses has seen it. Upcoming sessions are designed to shift that conversation earlier. Owners walk out with a clearer view of timing, structure and tax. Advisers walk out with sharper questions to bring to their next client meeting. See the calendar and consider inviting a client to join you. https://lnkd.in/eYh2S9wr

The interview library is a resource for advisers as much as owners. Tax specialists explaining purification. Lawyers walking through reps and warranties. Bankers talking about how they actually fund acquisitions in the lower middle-market. Owners who have closed a deal describing what they wish they had done 18 months earlier. Subscribe for new conversations as they are published. https://lnkd.in/e4Uhb8jH

The Canadian Exit Briefing is the short read many advisers forward to their owner clients. It covers what is moving in the lower middle-market: tax changes, valuation trends, deal structure shifts, buyer activity. Written for owners, useful for the professionals who serve them. Subscribe, and forward freely. https://lnkd.in/eWg5ca7c