Business & Exit Planning Simplified

Final Episode: Lessons on Building a Sellable Business That Actually Funds Your Retirement

In this final episode of Business & Exit Planning Simplified, Joe Curry reflects on the biggest lessons from working with business owners preparing for retirement and exit. He breaks down common mistakes in business sale planning, tax strategy, and retirement income—and shows how to build a more coordinated, tax-efficient plan for life after work. 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/ [https://www.linkedin.com/in/curryjoe/] Website: https://matthewsandassociates.ca/business-owners/ [https://matthewsandassociates.ca/business-owners/] Website: https://www.retirementplanningsimplified.ca/ [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.

Ep 23: What 4,400 Business Sales Reveal About a Successful Exit, with Gregory Kovsky

In this episode, Joe Curry sits down with veteran business broker Gregory Kovsky to unpack what really drives business value and successful exits. They explore business valuation, deal structure, due diligence, and how to prepare your company for sale without stress. If you’re thinking about selling your business as part of your retirement income planning, this conversation is essential listening. Resources 1. IBA Business Brokers [https://ibainc.com/] 2. IBA Blog [https://ibainc.com/blog/] 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/ [https://www.linkedin.com/in/curryjoe/] Website: https://matthewsandassociates.ca/business-owners/ [https://matthewsandassociates.ca/business-owners/] Website: https://www.retirementplanningsimplified.ca/ [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.

Ep 22: Stop Leaving Money on the Table: How to Sell Your Business the Right Way, with Ted Jenkin

In this episode of Business & Exit Planning Simplified, Joe Curry sits down with serial entrepreneur Ted Jenkin to unpack what really drives business value and why most owners shouldn’t try to sell alone. They discuss exit planning strategy, valuation multiples, recurring revenue, and how to prepare years in advance to avoid costly mistakes. If your retirement income plan depends on selling your business, this conversation is essential listening. Resources 1. Ted Jenkin [https://www.linkedin.com/in/theceoadvisor/] 2. Exit Stage Left Advisors [https://www.esladvisors.com/team] 3. Two-Year Exit Planning Checklist (available via Exit Stage Left Advisors) 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/ [https://www.linkedin.com/in/curryjoe/] Website: https://matthewsandassociates.ca/business-owners/ [https://matthewsandassociates.ca/business-owners/] Website: https://www.retirementplanningsimplified.ca/ [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.

Ep 21: Five Years to Go: What to Fix Now So You Don’t Regret Your Exit Later

If you’re a Canadian service-based business owner within five years of stepping back, this episode walks you through a practical exit and retirement income planning framework. Joe Curry explains how to align your business value, tax strategy, and personal retirement plan so you can become work optional — without regrets or last-minute pressure. 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/ [https://www.linkedin.com/in/curryjoe/] Website: https://matthewsandassociates.ca/business-owners/ [https://matthewsandassociates.ca/business-owners/] Website: https://www.retirementplanningsimplified.ca/ [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.

Ep 20: Why Most Business Owners Overestimate Their Exit. How to Avoid a Costly Wake-Up Call

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/ [https://www.linkedin.com/in/curryjoe/] Website: https://matthewsandassociates.ca/business-owners/ [https://matthewsandassociates.ca/business-owners/] Website: https://www.retirementplanningsimplified.ca/ [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.