Take Portage On The Go With The Selling Successfully Podcast

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If you’re thinking about or ready to sell your business, this podcast is for you. Tap into the knowledge of industry experts and hear first-hand from clients who have secured life-changing deals.
Hosted by Portage M&A Advisory Founder + Partner, Jim Friesen.

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We’ll keep you informed and keep you company – let’s take this journey together.


Fractional CFO
April 15, 2024

Episode 12. Fractional CFOs: Divide + Conquer

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
March 12, 2024
27 min

Episode 11. Profitable Acquisitions: The Portage Path

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
February 13, 2024
30 min

Ep 10. The Business Behind The Deals

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
Selling A Business: The Portage Way
January 15, 2024
29 min

Ep. 9: Selling A Business: The Portage Way

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 Buist | Portage M&A Advisory Partner & Head of Valuations.
December 19, 2023
21 min

Ep. 8: Retirement: Ready or Not?

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 Buist | Portage M&A Partner & Head of Valuations. ryan.buist@portagemaadvisory.com
November 23, 2023
23 min

Ep. 7: Smart Exit: The Power of Wealth Management

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
October 24, 2023
33 min

Ep. 6: Mastering Mergers: Acquisition Lessons Learned

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 | CEO of Burloak Tool & Die | sean@summitridgecapital.com
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.
September 25, 2023
32 min

Ep. 5: The M&A Lawyer Leverage

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 | kfernandes@kmblaw.com
August 28, 2023
42 min

Ep. 4: Where Do Buyers Come From?

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 thomas.bevilacqua@portagemaadvisory.com
July 10, 2023
30 min

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
June 8, 2023
24 min

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 wesley.haynes@rbc.com
May 10, 2023
28 min

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 | ryan.buist@portagemaadvisory.com

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.

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