How to Make Your Company Sale-Ready — Structuring Before the Buyer Shows Up
What it really means to be sale-ready – not just operationally, but structurally and tax-efficiently positioned long before a business exit ever happens.
📥 Free resources from this episode
Pre-Sale Tax Checklist
The Advisors TablePre-Sale Tax Checklist
The tax planning steps every business owner should complete 1–3 years before going to market — base-case modelling, optimization gap, structure cleanup, and the strategies that turn an $800K tax bill into something materially smaller. Same workflow used internally with private clients.
The Must-Do Checklist Before Any Sale, Restructure, or Freeze
The Advisors TableThe Must-Do Checklist Before Any Sale, Restructure, or Freeze
Use this before speaking to your accountant or lawyer. Covers 6 key tax triggers—LCGE, safe income, shareholder loans, ownership, reorganizations & cross-border risk.
Show Notes
What does it really mean to be sale-ready?
It's not just operational or financial. It's structural, tax-efficient, buyer-prepared, and strategically planned long before an owner ever thinks about selling.
In This Episode, We Dive Into:
• Why the best time to plan your exit is when you're not selling
• How early structuring can protect millions in tax
• What buyers actually look for during due diligence
• QSBC shares, purification, LCGE, trusts $ life insurance
• How to avoid the hidden liabilities that kill deals
• Succession and intergenerational planning (including Bill C-208)
If you're a business owner, entrepreneur, advisor, or planning a future exit – this episode is a must-watch.
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Tax Manager / Senior Tax Manager — Advisory
For an experienced tax manager who wants to be the person the team turns to — and to grow into a leadership seat as we do.