Business & Exit Planning Simplified

Joe Curry •businessandexitplanningsimplified.captivate.fm

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.

Last refreshed: July 22nd, 2025 at 7:17 PM ⓘ

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Episodes

EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai

How Should Business Owners Pay Themselves? Salary vs. Dividends In this episode of Retirement Planning Simplified, Joe Curry sits down with financial expert Aravind Sithamparapillai to talk about how business owners should structure their compensation. They break down the pros and cons of salary versus dividends , how CPP (Canada Pension Plan) fits into retirement planning, and what business owners need to know about tax integration . You’ll also hear about: When paying into CPP can actually hel...

Jul 22, 2025•32 min•Ep. 4

EP 3: SDE VS EBITDA What's Business Worth?

In this quick but powerful episode of Retirement Planning Simplified, Joe Curry explains what every small business owner needs to know before selling a business, especially if retirement is getting close. Joe breaks down two important terms you always hear: EBITDA — used for bigger companies with management teams. SDE (Seller’s Discretionary Earnings) — used for most owner-operated businesses under $5 million in revenue. You’ll learn what buyers really look for, how to tell which number fits you...

Jul 15, 2025•7 min•Ep. 3

EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA

Are you a business owner approaching retirement or just starting to think about a future sale? In this episode of Retirement Planning Simplified, Joe sits down with Matt Holmes, partner at Homes Riseleys CPA, to uncover the biggest mistakes business owners make when it comes to succession planning and selling their business and how to avoid them. He explains new tax rules for 2024 and how they can affect business sales, including updates to the capital gains exemption, AMT, and anti-avoidance le...

Jul 08, 2025•34 min•Ep. 2

EP 1: The 4 Types of Buyers

Thinking about selling your business? In this pilot episode, Joe Curry explains why many Canadian business owners struggle to sell—and how understanding the four main types of buyers can help you plan a smoother, more successful exit. Joe breaks down the key differences between individual buyers, strategic buyers, financial buyers, and internal buyers (like family or employees). Each type of buyer comes with their own goals, expectations, and ways of doing deals. Whether you're planning to retir...

Jul 01, 2025•18 min•Ep. 1

Business Exit Mastery Part 2: Avoid Pitfalls and Maximize Value with David Barnett

Thinking of selling your business as part of your retirement plan? Don’t list it like a house and hope for the best. In this episode, David Barnett is back on the show. He's a business consultant, author, and former business broker. He breaks down exactly what it takes to prepare, structure, and sell a business successfully. David shares the full process, from business valuation and preparing financials to crafting a buyer-ready business profile and navigating due diligence. What You’ll Learn: ✅...

Jun 30, 2025•23 min

Business Exit Mastery Part 1: Avoid Pitfalls and Maximize Value with David Barnett

In this episode, Joe is joined by David Barnett, a seasoned expert in buying and selling small businesses. If you’re thinking about selling your business—now or in the future—this one’s for you. David shares the biggest slip-ups owners make when trying to sell, like overpricing based on emotion instead of cash flow, and not realizing what buyers actually look for. They also talk about ways to boost your business’s value before selling—like reducing owner dependence, managing customer concentrati...

Jun 30, 2025•22 min

The Business and 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 ren...

Jun 05, 2025•2 min

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