Smart Exit: The Power of Wealth Management

In the latest episode of The Selling Successfully Podcast, Portage Founder and Partner Jim Friesen was joined by Ed Lee, Investment Advisor at RBC, to talk about the importance of holistic wealth planning and management now to set business owners and their families up for a successful future.  Here are the 5 key takeaways for […]

The M&A Lawyer Leverage

Lawyer managing business accounts. Close up of a senior businessman hands checking final report before submission. Close up of hands of leadership signing business contract.

In the latest episode of The Selling Successfully Podcast, Portage Founder and Partner Jim Friesen and Kevin Fernandes, Partner at KMB Law, discussed the critical role M&A lawyers play in rounding out a seller’s comprehensive and competitive deal team. Here are the 5 key takeaways for business owners thinking about or ready to sell. Some […]

Where Do Buyers Come From?

In Episode 4 of The Selling Successfully Podcast, Portage Founder and Partner Jim Friesen and Portage VP, Thomas Bevilacqua, get together to talk all about buyers – who they are, what drives them and how a proper profiling process can help sellers find their perfect match.  Here are 5 key takeaways for business owners thinking […]

A Seller’s Experience: The Right M&A Advisor Makes All The Difference

In Episode 3 of The Selling Successfully Podcast, Portage Founder and Partner Jim Friesen chatted with longtime friend of the firm and former Portage client, Len Hume. Len joined Jim to talk about his experience as a seller interested in finding a buyer who would carry on the legacy he and his wife Annette had […]

M&A Trends: Six-Month Update For 2023

If you follow global M&A news, you may know that larger deals have seen a slowdown these last six months, as rising interest rates and fears of a banking crisis have affected the market. According to data from Dealogic, global M&A deal volume fell by 17% in the first quarter of 2023 compared to the […]

Questions To Ask When Hiring An M&A Advisor

When it comes time to sell your business, the right M&A firm can make all the difference. From running a well-organized process, to generating multiple offers, and negotiating the best possible fit for your goals, your advisor needs to bring a mix of transactional skills, resources, and chemistry to the table. These are some questions […]

10 Key Risk Drivers Affecting the Sale of Your Business

If you’re thinking of selling your business in the next 3-5 years, you may want to consider possible risk drivers that could affect the purchase price of your company. Assessing these factors is key for sellers seeking to maximize the value of their business in preparation of a sale. Some of the key risk factors […]

Financial Planning: The Key to a Seller’s Sanity + Success

Portage Founder and Partner Jim Friesen sat down with Wesley Haynes, Senior Investment Advisor RBC Wealth Management, Parekh-Haynes Group for the second installment of The Selling Successfully Podcast. Jim and Wesley discussed what comprehensive financial planning really means and the role it plays in selling your business and enabling your future. They also stressed the […]

Stay Bonuses Add Value When Selling A Business

We’re selling a business in which a management team member holds a minority equity stake. This critical employee stands to get a small windfall in the sale. On top of that, the seller was telling us she meant to give this employee a nice financial gift as a thank you afterwards. That’s where we pumped […]

Capital Gains Exemption & Business Valuations Under Bill C208: What You Need to Know

Changes to the Income Tax Act have brought significant shifts in the taxation of small businesses, especially when it comes to intergenerational transfers. The new Bill C208 provides tax relief to small business owners seeking to transfer shares in the business to their family members. Before the passage of the bill, share transfers from business […]