Business & Exit Planning Simplified

Business & Exit Planning Simplified

The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.

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Avsnitt(27)

EP 8: Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau

EP 8: Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau

Are you sure your business is set up to fund the retirement you want and leave the legacy you’ve worked so hard to build?In this episode of Retirement Planning Simplified, Joe Curry and Lindsay talk ...

19 Aug 202529min

EP 7: The Truth About the Value Gap and Growing Your Business

EP 7: The Truth About the Value Gap and Growing Your Business

In this episode, Joe Curry starts with a tough question: Could your business be worth far less than you expect?Most business owners believe boosting sales and profits is the only way to grow business ...

12 Aug 202511min

EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick

EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick

How Should You Pay Yourself as a Business Owner? Salary, Dividends, or an IPP?In this episode, Joe chats with Braden Warwick from PWL Capital about how business owners can pay themselves in the smarte...

5 Aug 202524min

EP 5:  Is Your Business Exit Plan Enough To Afford Your Retirement? Mind the Wealth Gap

EP 5: Is Your Business Exit Plan Enough To Afford Your Retirement? Mind the Wealth Gap

How to Calculate Your Wealth Gap and Retire on Your TermsIf you sold your business tomorrow, would it fund your retirement? In this episode of Retirement Planning Simplified, Joe Curry breaks down how...

29 Juli 202510min

EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai

EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai

How Should Business Owners Pay Themselves? Salary vs. DividendsIn this episode of Retirement Planning Simplified, Joe Curry sits down with financial expert Aravind Sithamparapillai to talk about how b...

22 Juli 202532min

EP 3: SDE VS EBITDA What's Business Worth?

EP 3: SDE VS EBITDA What's Business Worth?

In this quick but powerful episode of Retirement Planning Simplified, Joe Curry explains what every small business owner needs to know before selling a business, especially if retirement is getting c...

15 Juli 20256min

EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA

EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA

Are you a business owner approaching retirement or just starting to think about a future sale?In this episode of Retirement Planning Simplified, Joe sits down with Matt Holmes, partner at Homes Risele...

8 Juli 202533min

EP 1: The 4 Types of Buyers

EP 1: The 4 Types of Buyers

Thinking about selling your business? In this pilot episode, Joe Curry explains why many Canadian business owners struggle to sell—and how understanding the four main types of buyers can help you plan...

1 Juli 202518min

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