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The Empowered InvestorWith his straightforward approach, host Keith Matthews of Tulett, Matthews & Associates cuts through the noise to help you create a winning action plan for you and your family. Author: Keith Matthews
If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keiths client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.com Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Entrepreneurship Through Acquisition with Expert Marc Deegan
Episode 123
Thursday, 29 January, 2026
Entrepreneurship through Acquisition: Buying and Selling Canadian Small BusinessesIn episode, Keith Matthews welcomes Marc Deegan, founder of R33 Ventures and an expert in business valuations and M&A for small to medium-sized enterprises (SMEs). Together, they explore the rapidly growing model of entrepreneurship through acquisition, cover current trends in the Canadian SME marketplace, common challenges, and best practices.Expert Marc Deegan offers a clear, actionable conversation on the realities of buying and selling SMEs in Canada. Learn how to define the right buyer profile, discover what truly drives business valuations, and get the inside track on how sellers can prepare for a smooth and rewarding transition. You’ll walk away knowing what steps to take whether you’re seeking your next entrepreneurial journey or ready to unlock the full value of the business you’ve built.This episode is a must for business owners contemplating a sale, aspiring entrepreneurs considering acquisition, and professionals advising clients through these pivotal transitions. Avoid costly mistakes, get practical strategies for vetting buyers and sellers, and understand how to best protect your financial interests. Tune in for expert insights and feel confident moving forward in today’s dynamic M&A landscape.Key Topics:What is “entrepreneurship through acquisition” and why is it gaining traction? (00:04:06)Defining SMEs in Canada - revenue range and market overview (00:06:27)The coming “succession tsunami” and key stats from CFIB (00:06:00)The #1 obstacles to succession: finding buyers & agreeing on value (00:07:24)Who’s buying small businesses? Buyer profiles, backgrounds, and motivations (00:08:43)Where and how buyers find private companies for sale (00:10:16)The gender gap in entrepreneurship and industry trends (00:11:48)Balancing dual-income households and risk-taking in business ownership (00:12:44)Stages of the buying process: NDAs, financials, and due diligence (00:13:46)How business valuation works – multiples & EBITDA (00:17:04)Shifts in market valuations, impacts of tariffs, and timing of transactions (00:18:11)The time and effort required to buy a business in Canada (00:20:01)Profiles of sellers - why and when business owners exit (00:21:48)Tax planning and the capital gains exemption for sellers (00:23:35)The dangers of client concentration and business dependence (00:25:10)Realistic timeline for selling: preparation, transaction, and...
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