Mid-Year Business Owner Checklist: 8 Ways to Refocus and Recharge for 2025
We’re officially halfway through 2025—a great time for business owners to hit pause and take stock. Whether you’re scaling up, maintaining steady growth, or starting to consider a future exit, a mid-year review helps you stay proactive and make intentional decisions for the second half of the year. Here’s a checklist I often recommend to […]
What Private Equity Groups Are Looking for in Canada Right Now
At Portage, we talk to buyers — a lot. Every week, we’re in conversation with private equity groups, family offices, and strategic acquirers who are looking for their next opportunity in the Canadian market. If you’re working with business owners in your network — especially those nearing retirement or succession — it’s worth knowing which […]
The Connection Between Business Strategy and Valuation
I often emphasize to clients that business valuation is not just about numbers on a spreadsheet. It’s deeply connected to the strategy of the business. A well-defined and executed business strategy can significantly enhance a company’s value, while a lack of strategy can lead to stagnation or even decline in worth. Here’s how strategy and […]
Tariff-Resilient Businesses: Why They’re Attracting Premium Valuations in Today’s M&A Market
In recent months, tariffs between Canada and the United States have dominated economic headlines, sparking significant uncertainty for many businesses. While industries highly dependent on cross-border trade are facing disruptions, there’s a notable segment of lower-middle-market businesses flourishing amidst this volatility: those demonstrating tariff resilience. What Makes a Business Tariff-Resilient? Tariff-resilient businesses typically share a […]
M&A Momentum in 2025: Canada Poised to Ride the Global Wave
There’s a wave of optimism building across global M&A markets in 2025—and Canada is very much part of the momentum. As an M&A advisor working closely with mid-market business owners and investors, I’m seeing firsthand how both global tailwinds and domestic developments are shaping what looks to be a dynamic year for dealmaking. Here are […]
Top FAQs Answered by a Chartered Business Valuator
I get a variety of questions from business owners, entrepreneurs, and other professionals seeking clarity on business valuation. Below, I’ve compiled answers to some of the most frequently asked questions to help demystify the process and provide valuable insights into this critical aspect of business management. 1. What is a business valuation? A business […]
Successful Strategies for Cross-Border M&A
Cross-border mergers and acquisitions (M&A) present exciting opportunities for businesses looking to expand into new markets, gain competitive advantages, and enhance operational efficiencies. However, these deals also come with unique complexities, including regulatory hurdles, cultural differences, and financial risks. As an experienced M&A advisor at Portage M&A Advisory, I have witnessed firsthand the strategies that […]
How to Attract Investors with a Solid Business Valuation
I often encounter business owners who are ready to scale their ventures but struggle to secure investor interest. One of the most effective ways to attract investors is by presenting a solid and credible business valuation. A well-prepared valuation demonstrates the business’s potential, builds trust, and lays the foundation for successful negotiations. Here are key […]
Value Enhancement Strategies to Optimize Your Business Sale
As an M&A Advisor, I’ve had the privilege of guiding business owners through one of the most critical phases of their entrepreneurial journey: the sale of their business. Preparing for a sale is not just about finding the right buyer; it’s about presenting your business in the best possible light to maximize its value. One […]
Maximize Your Tax Savings: Why Starting the Sale Process Now Can Benefit You Before 2026
As a Chartered Business Valuator, I have been closely monitoring the recent developments surrounding Canada’s capital gains tax legislation. The federal government’s decision to defer the implementation of proposed changes to January 1, 2026, has significant implications for businesses and investors alike. Initially proposed in April 2024, the government aimed to increase the taxable portion […]
