Ep 18: The Three Legs of Exit Planning: Business, Personal, and Financial
Business & Exit Planning Simplified · Joe Curry
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Show Notes
A successful business exit takes more than a great sale price. In this episode, Joe Curry explains the three critical legs of exit planning—business readiness, personal readiness, and financial readiness—and why overlooking any one of them can derail your retirement. Learn how to exit your business with confidence, clarity, and purpose.
Resources
True Wealth Roadmap™ Process – Aligning business exit proceeds with retirement income and legacy goals
Retirement Planning Simplified Podcast Blog – Related insights from Joe’s retirement focused podcast
Explore Joe’s Previous Business & Exit Planning Simplified Podcast Episodes on the 8 Key Drivers of Business Value:
- Ep 10: How Clean Financials Boost Business Value and Improve Exit Terms
- Ep 11: Boosting Your Company’s Valuation: Strategies for Highlighting Growth Potential
- Ep 12: Reducing Dependency Risk to Maximize Business Value and Attract Buyers
- Ep 13: The Valuation Teeter Totter: How Working Capital Impacts What Your Business Is Worth
- Ep 14: The Power of Predictability: Why Recurring Revenue Drives Higher Business Valuation
- Ep 15: Monopoly Control: How to Carve Out a Niche So Strong You Can Set the Price
- Ep 16: How to Boost Business Value Through Client Loyalty and Feedback
- Ep 17: Why Owner Independence Is the Key to a Sellable Business | Hub & Spoke Explained
ABOUT JOE CURRY
Joe Curry is the host of Business and Exit Planning Simplified Podcast, and the Your Retirement Planning Simplified Podcast and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled.
You can reach out to Joe through:
LinkedIn: https://www.linkedin.com/in/curryjoe/
Website: https://matthewsandassociates.ca/business-owners/
Website: https://www.retirementplanningsimplified.ca/
ABOUT 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.
DISCLAIMER
Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.