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 Law | email@example.com
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 M&A Advisory | VP firstname.lastname@example.org
Ep. 3: A Seller’s Experience: The Right Advisor Makes The Difference
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 of Professional Cleaning Specialists (PCS) of Niagara
Ep. 2: Financial Planning: The Key to a Seller’s Sanity + Success
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
Ep. 1: Don’t Sell Yourself (or your business) Short!
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 Partner & Head of Valuations |
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.