Ep 20: Why Most Business Owners Overestimate Their Exit. How to Avoid a Costly Wake-Up Call
Business & Exit Planning Simplified · Joe Curry
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Show Notes
Many business owners assume their business sale will fund retirement—but most overestimate what their business is actually worth. In this episode of Business and Exit Planning Simplified, Joe Curry explains why 80% of businesses never sell, the real drivers of business value, and how exit planning must be integrated with retirement income planning to avoid costly surprises.
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.