Take Portage On The Go With The Selling Successfully Podcast
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If you’re thinking about or ready to sell your business, this podcast is for you. Tap into the knowledge of industry experts and hear first-hand from clients who have secured life-changing deals.
Hosted by Portage M&A Advisory Founder + Partner, Jim Friesen.
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Disclaimer: The information provided in this podcast is for educational purposes only and should not be considered as financial or investment advice. Please consult with a qualified professional regarding your specific financial situation.
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Episodes
Ep. 14: Behind the Buyer Network: Global Reach & Data Intelligence
20250923•36 min
In this episode, Nick Olsen, Managing Director at Cornerstone International Alliance (CIA), joins us to discuss how global buyer networks and data intelligence are transforming the M&A landscape. He shares insights on CIA’s role in…
Ep. 13: The Evolution of M&A: Trends, AI, + Winning Strategies
20250529•36 min
A powerful conversation featuring Liz MacRae, President of Village Wellth. Liz shares her unique journey into M&A, the friction points she’s solving for buyers, and her insights on where the industry is headed in the…
Ep. 12: Fractional CFOs: Divide + Conquer
20240415•40 min
Learn why Fractional CFOs are becoming indispensable in today's M&A and business landscape. Guest: Bhavna Duggal | Former CFO at The CFO Centre of Canada, Current Interim CFO at Securian Canada
Ep. 11: Profitable Acquisitions: The Portage Path
20240312•27 min
Buying a business can come with twists and turns and we’re here to help navigate. Guest: Ryan Buist | Portage M&A Advisory Partner & Head of Valuations. ryan.buist@portagemaadvisory.com
Ep. 10: The Business Behind The Deals
20240213•30 min
Selling or buying a business requires careful consideration and trust in your partners, making this episode particularly significant. Guest: Ryan Buist | Portage M&A Advisory Partner & Head of Valuations. ryan.buist@portagemaadvisory.com
Ep. 9: Selling A Business: The Portage Way
20240115•29 min
Selling a business is a much more complex undertaking than most entrepreneurs realize. Join us for a peek into our proprietary, in-depth process which helps us ensure the successful sale of your business. Guest: Ryan…
Ep. 8: Retirement: Ready or Not?
20231219•21 min
When it comes to retirement, there is much more to consider than just the numbers. This episode reminds sellers of an introspective process they must undertake to assess their level of retirement readiness. Guest: Ryan…
Ep. 7: Smart Exit: The Power of Wealth Management
20231123•23 min
Amidst the daily hustle, it's crucial that business owners do not overlook the long-term financial health of their business and personal wealth. Learn how. Guest: Edward Lee | Investment Advisor at RBC edward.e.lee@rbc.com
Get the inside scoop and buyer perspective from recent client Sean Brown, Partner at Summit Ridge Capital and now CEO of Burloak Tool & Die. Guest: Sean Brown | Partner at Summit Ridge Capital |…
Ep. 5: The M&A Lawyer Leverage
20230925•32 min
M&A lawyers play a critical role in rounding out a seller’s comprehensive and competitive deal team. Learn what to look for when adding this expert to your team. Guest: Kevin Fernandes | Partner at KMB…
Ep. 4: Where Do Buyers Come From?
20230828•42 min
This episode provides all you need to know about buyers - who they are, what drives them and how a proper profiling process can help sellers find their perfect match. Guest: Thomas Bevilacqua | Portage…
Ep. 3: A Seller’s Experience: The Right Advisor Makes The Difference
20230710•30 min
For many, selling their business is uncharted territory. The right M&A advisor will confidently and calmly guide you on your path to a successful sale. Guest: Len Hume | Former Portage Client | Former Owner…
Ep. 2: Financial Planning: The Key to a Seller’s Sanity + Success
20230608•24 min
A comprehensive financial plan that merges business and personal documents is critical for selling your business and enabling your future. Guest: Wesley Haynes | Senior Investment Advisor RBC Wealth Management | Parekh-Haynes Group wesley.haynes@rbc.com
Ep. 1: Don’t Sell Yourself (or your business) Short!
20230510•28 min
Canadian business owners continue to leave money on the table when it comes to selling. Learn how early planning and a proper business valuation make all the difference. Guest: Ryan Buist | Portage M&A Advisory…
