How Bankers Build a Buyer List for Your Canadian Business Sale

This podcast helps Canadian business owners understand how investment bankers identify and prioritize the right buyers when preparing a business for sale. It breaks down the strategy behind building a buyer list and explains why this step is critical to maximizing value, maintaining confidentiality, and creating competitive tension in a sale process.Listeners will learn how bankers analyze a business, define ideal buyer profiles, and use market research, industry data, and professional networks to uncover strategic, financial, and international buyers. The episode explains how prospects are screened, ranked, and approached, giving owners clarity on what happens behind the scenes and how each decision supports a stronger outcome.The podcast also highlights the collaborative role business owners play, how tailored marketing materials are used, and why disciplined outreach and confidentiality matter in the Canadian market. By understanding this process, owners can better prepare for a sale and work more effectively with their advisory team.Explore more insights, guides, and resources at www.Shaughnessy.GroupYou'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!