EpisodeEp. 01

How to Make Your Company Sale-Ready — Structuring Before the Buyer Shows Up

Episode 1 of The Advisors Table. Sunny and Parveen sit down to walk through how Canadian business owners should structure their company well before they get to the sale table — covering the structural moves, common pitfalls, and what buyers and the CRA actually look at.

Show Notes

Episode 1 of The Advisors Table. Sunny and Parveen sit down to walk through how Canadian business owners should structure their company well before they get to the sale table — covering the structural moves, common pitfalls, and what buyers and the CRA actually look at.

📥 Resources from this episode

Checklist

Pre-Sale Tax Checklist

The tax planning steps every business owner should complete 1–3 years before going to market — base-case modelling, optimization gap, structure cleanup, and the strategies that turn an $800K tax bill into something materially smaller. Same workflow used internally with private clients.

What's inside

  • Model your base-case tax bill before planning
  • Identify the gap between base and optimized
  • Pre-sale cleanup and structure resets
  • Why timing matters more than the sale price

Checklist

The Must-Do Checklist Before Any Sale, Restructure, or Freeze

Use this BEFORE you talk to your accountant, lawyer, or advisor. Covers the six tax triggers — share ownership, LCGE qualification, safe income, shareholder loans, prior reorganizations, and cross-border exposure — that quietly determine whether your tax bill is manageable or catastrophic.

What's inside

  • 6 tax triggers most founders miss
  • Old shareholder loans that come back to bite
  • Why past freezes constrain future options
  • Cross-border exposure red flags

Need more than a podcast? Cedar Group handles tax planning, restructuring, and sale-readiness advisory for founders.

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