Inside a quality of earnings review: What buyers and sellers need to know with Jamie Windle

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by a professional from Simon Fraser University
in Toronto, ON, Canada

1d ago

Inside a quality of earnings review: What buyers and sellers need to know with Jamie Windle

For business owners preparing to buy or sell a company, understanding the story behind the financial statements is critical. In this interview, David Prowse of the Shaughnessy Group speaks with Jamie Windle about what a quality of earnings review entails and how it serves as a home inspection for a business. They discuss how financial due diligence tests a company’s profit, working capital and debt, how buyers assess risk, and why preparation and transparency are essential to protect a transaction. About the guest: Jamie Windle is an accountant with Kalos LLP who concentrates on the Canadian mid-market and conducts financial due diligence for buyers and sellers. 00:00 - Introduction: The 7-Figure Exit Mistake 01:24 - The Matchmaker Myth vs. The Quarterback 03:01 - What the Data Says About M&A Advisors 04:09 - Aligning Legal and Tax Strategies 06:03 - Stress-Testing the Business (Preparation Phase) 08:01 - The Cost of Skipping Due Diligence Prep 09:20 - Marketing vs. Positioning Your Company 10:44 - Virtual Data Rooms (VDR) & Buyer Behavior 12:22 - Maintaining Confidentiality & Avoiding Leaks 14:02 - Why Hype Destroys Value: Managed Competition 15:33 - Avoiding Owner Burnout During the Sale 16:42 - The Illusion of the Headline Price 17:26 - Fine Print Traps: Working Capital Pegs, Earnouts & Escrows 19:42 - The Canadian Succession Tsunami 21:14 - Is Your Business Bought or Sold? 22:04 - Key Resources & Closing Thoughts

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