Retirement: Ready or Not?
In the latest episode of The Selling Successfully Podcast, Portage Founder and Partner Jim Friesen was joined by Portage Partner and Head of Valuations, Ryan Buist, to remind sellers that there’s much more to consider than just numbers when it comes to retirement. There’s an introspective process they must undertake to truly assess their level […]
How To Avoid Being Surprised By Your Business Valuation
A significant number of business owners do not know how much their business is worth. That can be a source of conflict in the face of unfortunate events such as a divorce or a partnership separation. But it can be even more painful when the business owner plans to retire, only to find out the […]
Smart Exit: The Power of Wealth Management
In the latest episode of The Selling Successfully Podcast, Portage Founder and Partner Jim Friesen was joined by Ed Lee, Investment Advisor at RBC, to talk about the importance of holistic wealth planning and management now to set business owners and their families up for a successful future. Here are the 5 key takeaways for […]
