Ep. 16: Building Better Businesses: How Business Coaching Builds Value, Reduces Risk, and Drives Stronger Exits

20260313 • 51 min

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…

Ep. 15: Sell, Stay, and Scale: Flexible Exit Strategies in the Lower-Middle Market

20260303 • 31 min

In this episode, Jim joins Kevin Laleyan from PE Gate for a conversation on what drives successful transactions in today’s lower middle market. They discuss the common pitfalls buyers encounter and why both buyers and…

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

Ep. 6: Mastering Mergers: Acquisition Lessons Learned

20231024 • 33 min

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…