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:

1. Ep 10: How Clean Financials Boost Business Value and Improve Exit Terms
2. Ep 11: Boosting Your Company’s Valuation: Strategies for Highlighting Growth Potential
3. Ep 12: Reducing Dependency Risk to Maximize Business Value and Attract Buyers
4. Ep 13: The Valuation Teeter Totter: How Working Capital Impacts What Your Business Is Worth
5. Ep 14: The Power of Predictability: Why Recurring Revenue Drives Higher Business Valuation
6. Ep 15: Monopoly Control: How to Carve Out a Niche So Strong You Can Set the Price
7. Ep 16: How to Boost Business Value Through Client Loyalty and Feedback
8. 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...

In this final episode of the Eight Drivers of Business Value series, Joe Curry explains why the hub and spoke model is one of the biggest threats to business value and exit success. Learn how reducing owner dependence can increase valuation, reduce buyer risk, and create a business that’s easier — and more enjoyable — to run.

Resources

1. Traction by Gino Wickman
2. Eight Drivers of Business Value eBook - available by request via info@retirementplanningsimplified.ca
3. Explore Joe’s Previous Business & Exit Planning Simplified Podcast Episodes on the 8 Key Drivers of Business Value
4. Ep 10: How Clean Financials Boost Business Value and Improve Exit Terms
5. Ep 11: Boosting Your Company’s Valuation: Strategies for Highlighting Growth Potential
6. Ep 12: Reducing Dependency Risk to Maximize Business Value and Attract Buyers
7. Ep 13: The Valuation Teeter Totter: How Working Capital Impacts What Your Business Is Worth
8. Ep 14: The Power of Predictability: Why Recurring Revenue Drives Higher Business Valuation
9. Ep 15: Monopoly Control: How to Carve Out a Niche So Strong You Can Set the Price
10. Ep 16: How to Boost Business Value Through Client Loyalty and Feedback

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...

Customer satisfaction isn’t just good business — it’s a core driver of company value when you eventually exit. In this episode, Joe Curry breaks down how loyal, engaged clients make your business more transferable, why buyers rely on data (not assumptions), and what simple systems you can put in place today to increase your valuation.

Resources

· Learn more about The Value Builder System and its eight key drivers of company value

· 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

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...