What Atlantic Owners Told Us About Due Diligence
What does due diligence really look like when a Canadian business is preparing for sale? This podcast explores the lessons shared by experienced advisors and Atlantic Canadian business owners, revealing why due diligence is not simply a final step before closing, but a process that should begin 12 to 24 months before a buyer enters the picture.
The discussion covers the areas that can have the greatest impact on a transaction, including normalized EBITDA, financial documentation, tax structure, Lifetime Capital Gains Exemption planning, working capital, and the growing role of artificial intelligence in buyer-side diligence. It also examines the human side of the process, including deal fatigue and the challenge of keeping the business performing while the owner is managing an increasingly demanding transaction.
For Canadian owners considering an eventual exit, the key message is simple: preparation creates leverage. Understanding what buyers will examine, documenting the answers in advance, and building the right advisory support can reduce surprises, protect value, and make the path to closing far more manageable. Explore more insights, guides, and resources at redacted (redacted