New Book Offers Canadian Business Owners Step-by-Step Roadmap to Maximize Value and Secure Their Legacy

1 hour ago 3

Article content

“Selling Your Canadian Business” by M&A veteran Karl E. Sigerist, President and CEO of The Shaughnessy Group, addresses the looming $2- trillion succession crisis facing Canadian entrepreneurs

Financial Post

THIS CONTENT IS RESERVED FOR SUBSCRIBERS ONLY

Subscribe now to read the latest news in your city and across Canada.

  • Exclusive articles from Barbara Shecter, Joe O'Connor, Gabriel Friedman, and others.
  • Daily content from Financial Times, the world's leading global business publication.
  • Unlimited online access to read articles from Financial Post, National Post and 15 news sites across Canada with one account.
  • National Post ePaper, an electronic replica of the print edition to view on any device, share and comment on.
  • Daily puzzles, including the New York Times Crossword.

SUBSCRIBE TO UNLOCK MORE ARTICLES

Subscribe now to read the latest news in your city and across Canada.

  • Exclusive articles from Barbara Shecter, Joe O'Connor, Gabriel Friedman and others.
  • Daily content from Financial Times, the world's leading global business publication.
  • Unlimited online access to read articles from Financial Post, National Post and 15 news sites across Canada with one account.
  • National Post ePaper, an electronic replica of the print edition to view on any device, share and comment on.
  • Daily puzzles, including the New York Times Crossword.

REGISTER / SIGN IN TO UNLOCK MORE ARTICLES

Create an account or sign in to continue with your reading experience.

  • Access articles from across Canada with one account.
  • Share your thoughts and join the conversation in the comments.
  • Enjoy additional articles per month.
  • Get email updates from your favourite authors.

THIS ARTICLE IS FREE TO READ REGISTER TO UNLOCK.

Create an account or sign in to continue with your reading experience.

  • Access articles from across Canada with one account
  • Share your thoughts and join the conversation in the comments
  • Enjoy additional articles per month
  • Get email updates from your favourite authors

Sign In or Create an Account

or

Article content

TORONTO, Jan. 30, 2026 (GLOBE NEWSWIRE) — With over $2 trillion in Canadian business assets expected to change hands in the next decade and only 9% of owners having a formal succession plan, a new book aims to bridge this critical knowledge gap.

Article content

Article content

“Selling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your Legacy” by Karl E. Sigerist, Jr., ICD.D, is now available on Amazon. The book provides Canadian business owners with the first comprehensive, Canada-specific guide to navigating the complex M&A process—from personal and family preparation through deal closing and post-sale life planning.

Article content

Article content

A Crisis Decades in the Making

Article content

By signing up you consent to receive the above newsletter from Postmedia Network Inc.

Article content

According to the Canadian Federation of Independent Business (CFIB), 76% of small business owners plan to exit their businesses within the next decade, yet fewer than one in ten have a formal succession plan in place. A 2025 MNP LLP report confirms that nearly two-thirds of Canadian business owners have considered their exit objectives but have not formalized a plan—while one in five have not started thinking about succession at all.

Article content

“I wrote this book because I saw too many business owners making preventable mistakes that cost them millions of dollars and years of regret,” said Sigerist, President and CEO of The Shaughnessy Group, a Toronto-based M&A advisory firm. “Most owners have never sold a business before, and you rarely get a second chance to get it right.”

Article content

Written for the Lower Middle Market

Article content

Tailored specifically for owners of businesses generating $5 million to $50 million in annual revenue, the book covers critical Canadian-specific topics including:

Article content

  • Leveraging the Lifetime Capital Gains Exemption (LCGE)
  • Navigating Canadian tax structures and regulatory requirements
  • Family business transitions under Bill C-208
  • Employee Ownership Trusts as a succession option
  • Deal structuring, due diligence, and negotiation strategies
  • Preparing for life after the sale

Article content

Article content

Praise from Canada’s M&A Community

Article content

“Karl has done a commendable job of tackling a challenging and multifaceted subject, presenting it in a concise and user-friendly manner. This book is indispensable for individuals who have not previously sold a business.”Jonathan Fleisher, Partner, Cassels Brock & Blackwell LLP

Article content

“An invaluable guide for any entrepreneur preparing for what is often the most important transaction of their life.”Ugo Dionne, President, M&A Club of Canada

Article content

“One of the book’s strengths lies in its emphasis on protecting the legacy of an owner. Getting the most money out of a sale is key for an owner but so is ensuring that the business is being sold to someone who cares about the company’s employees, brand and its unique characteristics that drove its success.”Mario Nigro, Partner, Mergers & Acquisitions, Private Equity & Venture Capital, Stikeman Elliott LLP

Article content

“With over three decades guiding business owners through successful exits, Karl Sigerist distills real-world experience into clear, actionable steps. A must-read for any Canadian entrepreneur.”Haifeng Hu, Partner, Bennett Jones LLP

Read Entire Article