Archives: Podcasts

In the world of business exits, we often focus on the transaction. The reality is that the strongest exits are built years before a company ever goes to market.

In this episode of the Selling Successfully Podcast, Jim sits down with Dan Holstein, award-winning business coach at Kaizen Performance Improvement Corp, to explore how coaching helps owners build stronger, more scalable, and more transferable businesses long before a sale is on the table.

In a recent discussion, Jim of Portage joined Kevin Laleyan of PE Gate to examine what drives successful transactions in today’s lower-middle market.

The conversation focused on buyer discipline, post-close execution, and the importance of alignment between investors and management. With flexible structuring and a partnership-driven approach, PE Gate emphasizes building durable value beyond closing.

In this segment of the market, strategic fit and execution capability ultimately determine outcomes.

A dynamic conversation with Liz MacRae, President of Village Wellth, on her M&A journey, key buyer challenges, and where the industry is heading. She offers practical advice and bold predictions on AI and tech disruption in deal-making.

A dynamic conversation with Liz MacRae, President of Village Wellth, on her M&A journey, key buyer challenges, and where the industry is heading. She offers practical advice and bold predictions on AI and tech disruption in deal-making.

In this episode, we’re exploring the rise of Fractional CFOs, their role in guiding businesses through economic challenges and succession planning…

Buying a business can come with twists and turns and we’re here to help navigate. We keep lines of communication open during negotiations, make sure both parties have the right people at the table, ensure due diligence is done correctly and more.