How to Make Your Company Sale-Ready — Structuring Before the Buyer Shows Up

Welcome to Episode 1 of Advisors Table — where we unpack what it truly means to be sale-ready.In this episode, we break down:• What “sale-ready” actually means• How structuring early can save millions in tax• QSBC shares & the $1.25M LCGE• The CRA’s 24-month holding rule• Purification: what it is & why it matters• Asset sale vs. share sale• How trusts multiply the LCGE• Life insurance inside an InvestCo• Buyer-side due diligence• Hidden liabilities that kill deals• Succession & intergenerational planning• Bill C-208 and selling to your childrenTimestamps:00:00 - Introduction to the Business Exit Process01:37 - Understanding the Exit as a Multi-Year Journey04:01 - Identifying and Evaluating Potential Buyers08:55 - Aligning Buyer Type with Seller Intentions11:32 - Navigating Offers and Initial Negotiations15:03 - The Letter of Intent and Due Diligence Phase20:33 - Tax Planning and the Lifetime Capital Gains Exemption29:40 - Qualifying for the Lifetime Capital Gains Exemption36:48 - Case Study: Advanced Planning with an Estate Freeze46:22 - Benefits of Using a Family Trust in Succession52:45 - Selling to Family: New Rules and Paths59:04 - Immediate vs. Gradual Succession to Family01:04:50 - Share Sales vs. Asset Sales01:10:31 - Case Study: How Poor Structure Can Kill a Deal01:13:32 - Key Takeaways and the Importance of Early PlanningIf you’re a business owner planning an exit — or an advisor supporting one — this episode is essential.Subscribe for weekly episodes.Watch now and leave your comments below.