<p>In this episode, Matt Harrison, president and co-founder of Horizon Advisors, shares insights on exit planning, building valuable businesses, and overcoming founder dependencies. Discover strategies to maximize your company's value, prepare for sale, and navigate the emotional and financial journey of business exit.</p><p></p><p><b>Topics Covered in this Episode</b></p><p>00:00 Introduction to Exit Planning and Founder Challenges</p><p>02:33 Understanding Founder Dependency and Its Impact</p><p>05:32 The Importance of Sales in Business Scalability</p><p>08:06 Overcoming Emotional Barriers in Delegation</p><p>10:45 Defining the North Star for Business Growth</p><p>13:34 Preparing for Business Sale and Valuation Insights</p><p>24:55 Understanding Business Valuation Gaps</p><p>27:24 Identifying Value Creation Opportunities</p><p>31:49 The Role of Advisors in Business Sales</p><p>35:06 Preparing for a Successful Exit</p><p>39:34 Navigating Generational Business Transitions</p><p>44:57 De-risking Business Ownership</p><p><b><br />Subscribe to our Newsletter<br /></b>The Personal CFO: <a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/newsletter-guillaume" target="_blank">https://www.mwadvisors.ca/newsletter-guillaume<b><br /></b></a></p><p><b>Need Guidance? Book a private intro call today:</b></p><p>Book it here: <a rel="noopener noreferrer nofollow" href="https://mwadvisors.as.me/GuillaumeGirard1" target="_blank">https://mwadvisors.as.me/GuillaumeGirard1</a></p><p><b><br />Connect with Guillaume</b></p><p>Website:<a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/" target="_blank"> </a><a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/guillaume" target="_blank">https://www.mwadvisors.ca/guillaume<br /></a>Email: <a rel="noopener noreferrer nofollow" href="mailto:guillaume@mwadvisors.ca" target="_blank">guillaume@mwadvisors.ca<br /></a>LinkedIn:<a rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/" target="_blank"> https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/<br /></a></p><p><b>Connect with Horizon Advisors<br /></b>Website: <a rel="noopener noreferrer nofollow" href="https://www.withhorizon.co" target="_blank">https://www.withhorizon.co</a></p><p>Email: <a rel="noopener noreferrer nofollow" href="mailto:matt@withhorizon.co" target="_blank">matt@withhorizon.co</a></p><p>LinkedIn: <a rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/matthewrobertharrison/" target="_blank">https://www.linkedin.com/in/matthewrobertharrison/</a></p><p><br /><b>Keywords</b></p><p>Exit planning, business valuation, founder dependency, M&amp;A, business growth, succession planning, EBITDA, sale process, value creation, entrepreneurship</p>

The Personal CFO Podcast

Guillaume Girard, CFA CFP

Ep.040: Built Around You? Your Exit Just Got Harder

APR 5, 202650 MIN
The Personal CFO Podcast

Ep.040: Built Around You? Your Exit Just Got Harder

APR 5, 202650 MIN

Description

<p>In this episode, Matt Harrison, president and co-founder of Horizon Advisors, shares insights on exit planning, building valuable businesses, and overcoming founder dependencies. Discover strategies to maximize your company's value, prepare for sale, and navigate the emotional and financial journey of business exit.</p><p></p><p><b>Topics Covered in this Episode</b></p><p>00:00 Introduction to Exit Planning and Founder Challenges</p><p>02:33 Understanding Founder Dependency and Its Impact</p><p>05:32 The Importance of Sales in Business Scalability</p><p>08:06 Overcoming Emotional Barriers in Delegation</p><p>10:45 Defining the North Star for Business Growth</p><p>13:34 Preparing for Business Sale and Valuation Insights</p><p>24:55 Understanding Business Valuation Gaps</p><p>27:24 Identifying Value Creation Opportunities</p><p>31:49 The Role of Advisors in Business Sales</p><p>35:06 Preparing for a Successful Exit</p><p>39:34 Navigating Generational Business Transitions</p><p>44:57 De-risking Business Ownership</p><p><b><br />Subscribe to our Newsletter<br /></b>The Personal CFO: <a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/newsletter-guillaume" target="_blank">https://www.mwadvisors.ca/newsletter-guillaume<b><br /></b></a></p><p><b>Need Guidance? Book a private intro call today:</b></p><p>Book it here: <a rel="noopener noreferrer nofollow" href="https://mwadvisors.as.me/GuillaumeGirard1" target="_blank">https://mwadvisors.as.me/GuillaumeGirard1</a></p><p><b><br />Connect with Guillaume</b></p><p>Website:<a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/" target="_blank"> </a><a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/guillaume" target="_blank">https://www.mwadvisors.ca/guillaume<br /></a>Email: <a rel="noopener noreferrer nofollow" href="mailto:[email protected]" target="_blank">[email protected]<br /></a>LinkedIn:<a rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/" target="_blank"> https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/<br /></a></p><p><b>Connect with Horizon Advisors<br /></b>Website: <a rel="noopener noreferrer nofollow" href="https://www.withhorizon.co" target="_blank">https://www.withhorizon.co</a></p><p>Email: <a rel="noopener noreferrer nofollow" href="mailto:[email protected]" target="_blank">[email protected]</a></p><p>LinkedIn: <a rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/matthewrobertharrison/" target="_blank">https://www.linkedin.com/in/matthewrobertharrison/</a></p><p><br /><b>Keywords</b></p><p>Exit planning, business valuation, founder dependency, M&amp;A, business growth, succession planning, EBITDA, sale process, value creation, entrepreneurship</p>