Why Canadian Business Owners Need a 36-Month Rolling Forecast

Selling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your Legacy

This episode explores why every Canadian business owner preparing for a sale needs to adopt a 36-month rolling forecast to maximize business value. Listeners will learn how forward-looking financials play a crucial role in shaping buyer confidence and driving premium valuations. By understanding how projected EBITDA and forward multiples influence modern dealmaking, owners can better position their companies for successful exits.

We break down the advantages of maintaining a continuous 36-month outlook, including how it balances precision with long-term vision. From forecasting revenue and managing costs to anticipating market and regulatory changes, this approach helps owners plan with confidence and adaptability. Whether you’re in manufacturing, technology, or retail, you’ll discover how proactive financial management becomes a competitive edge.

Finally, the episode outlines how disciplined budgeting and consistent forecasting practices build credibility with investors and buyers alike. Through practical examples, we highlight strategies for mitigating risks, optimizing resources, and showcasing growth potential. Learn how Canadian entrepreneurs can strengthen their exit strategy by adopting this forward-focused mindset.

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