Media Kit
Founder & Managing Director of Exit Advisory Group
Author of Exit Like an Expert
Host of the Buy Grow Sell Podcast
Featured In
Most business owners exit once. Simon Bedard lives the exit journey every day. As host of the Buy Grow Sell podcast, a regular on industry panels, and having hosted events and Summits attracting thousands of business owners, Simon is a trusted voice on business valuation and exits.
With more than 20 years across finance, investment, and advisory, and as Managing Director of Exit Advisory Group, he helps business owners bridge the gap between what they think their business is worth and what the market will actually pay.
He's also walked in the shoes of his clients, having started, bought, and sold companies himself. That firsthand experience brings unparalleled authenticity and real-world perspective to every conversation.
Increasingly, that work happens alongside financial planners and accountants— Simon runs the transaction while the adviser stays the client's trusted wealth partner before, during, and after the sale.
We are not born to 'do business'. We're born to live life. Our business should be a vehicle to deliver the life we want.
20K+
Followers
Business Owners, CEO's, Executive Directors
35-65 years old
Well educated
Most earn over $150K
Simon's new book arrives as Australia faces an unprecedented business succession wave. Hundreds of thousands of Baby Boomer owners are approaching exit—many without a plan.
20-30%
of Australian businesses that attempt to sell actually complete a deal.
76%
of Boomer SME owners planning to exit have no succession plan in place.
500K+
Australian businesses are owned by people aged 60+, many approaching exit now.
Trusted by M&A Leaders and Experts
“Simon's book on how to prepare for and realise value is a masterclass with relevance to advisors, investors and business owners.”
Suvir Varma
Advisory Partner & Former IC Member
Bain & Company
“Simon nails the reality of the deal process. This book teaches founders how to ensure their business is ready for a transaction so they can focus on negotiations without being caught off guard.”
Jason Marcus
Corporate Partner
Thomson Geer Lawyers
“Simon has produced the handbook on how to successfully sell a business for the Australian market. This is a must for all business owners. It outlines how to make a sale that everyone is happy with.”
Warren Hogan
Australian Economist
EQ Economics
Simon translates complex M&A data into compelling, actionable narratives for your audience.
01
With hundreds of thousands of Boomer-owned businesses approaching exit, only a fraction will sell successfully. What happens to the rest and what should owners do right now?
02
The single most expensive exit mistake: believing you'll sell when the time is right. Simon shows why waiting quietly turns into too late and what preparation actually costs.
03
Younger Australians are increasingly discovering that acquiring an established business generates more wealth than starting one. What makes a business worth buying?
04
Most sales happen because of burnout, health, or external pressure—not choice. The financial and emotional gap between a planned exit and a forced one can run to millions.
05
For many founders, the business is who they are. Emotional attachment—not market conditions—is what most often derails a sale. The psychology behind why owners delay.
06
Buyers don't pay for effort—they pay for future earnings and discount every risk they can see. Most owners don't know what those risks are until it's too late.
Simon regularly speaks to financial planning groups, boards, industry associations, and business-owner communities. Sessions can be delivered as CPD-eligible content for financial advisers — with dynamic energy, actionable tools, and real-world M&A stories.
Financial planning groups & licensees, advisory firms, industry associations, owner groups, PE & investment, SME conferences.
How financial planners can spot a client's looming liquidity event early, stay in the room through the sale, and retain the wealth that flows back afterwards.
The five exit conversations a planner can open with a business-owner client years before a sale — and how to refer at the right moment without ever losing the relationship.
What buyers are really assessing and how owners can move the needle on value before going to market.
The most common and costly exit planning mistake and what owners can do about it without losing focus on growth.
The data behind the Boomer succession challenge and the window of opportunity for buyers and sellers alike.
Key-person risk and what buyers really look for in team, systems, and delegated authority to build a business that runs without you.
How strategic buyers and investors think differently and what owners can do to make their business attractive to the right buyer.
For Financial Advisers & Accountants
For a business owner, selling their company is usually the single largest financial event of their life. The adviser in the room early is the one who maintains the relationship and manages the proceeds. Exit Advisory Group runs the transaction; you remain the client's wealth quarterback before, during, and after the sale.
Partner with Simon to give your business-owner clients a better exit — and keep the wealth that follows within your practice.
You keep the client. We never approach your clients about wealth, super, or investment advice.
Protect your AUM. A successful exit brings new liquid wealth back to your practice to manage.
CPD-eligible education. Lunch-and-learns and keynotes for your team and your clients.
Podcast Host
The podcast for entrepreneurs looking to acquire, grow, or exit a business. Simon interviews business owners who share the dizzying heights of success and hard lessons learned.
23K+
Total Downloads
4.8
Podcast Rating
100+
Episodes
Simon has hosted a range of high-impact Business Summits, attracting over 5,000+ business owners and delivering world-class insights.
Buy Grow Sell Summits (2022 & 2023)
Featuring powerhouse keynote speakers like Janine Allis and Mark Bouris.
State of the Market (2024)
Co-hosted with renowned Australian Economist Warren Hogan.
Guest Speaker on Business Podcasts
Sharing insights on exits, M&A, and business growth across top industry shows.
Podcast Appearances
Hear what event attendees have to say about the insights shared.
Real feedback on the value Simon delivers to an audience.
“Simon assisted in the sale of my business to a long-term employee in 2023 by mentoring both of us through the process. This was a completely new experience for both of us, and I was so glad he had been recommended to us. He was excellent at explaining the processes for us, and it was incredibly useful to have someone on hand who could reassure us that the challenges we faced were completely normal... and last but not least really helped me to retain my sense of humour through the process.”
CharlotteG2023
Business Vendor (Google Review)
“The stakes are high when clients move to succession and business exit. In this area, I look to Simon at Exit Advisory Group. Super genuine and approachable. Thanks for your service.”
Kent Hutchins
Industry Partner
“Simon Bedard and the Exit Advisory Group team did a brilliant job assisting me in the sale of my consulting business. I couldn't be happier with the result, delivered through their depth of understanding, and complete professionalism throughout.”
Paul Nelson
Founder & MD | Fuller Brand Communications
