Maximize Your Tax Savings: Why Starting the Sale Process Now Can Benefit You Before 2026
As a Chartered Business Valuator, I have been closely monitoring the recent developments surrounding Canada’s capital gains tax legislation. The federal government’s decision to defer the implementation of proposed changes to January 1, 2026, has significant implications for businesses and investors alike. Initially proposed in April 2024, the government aimed to increase the taxable portion […]
The Top Mistakes Business Owners Make During the Sales Process
Selling your business is one of the most significant decisions you will ever make. It’s a process filled with opportunities but also potential pitfalls. Having worked with countless business owners, I’ve seen how certain missteps can derail even the best-laid plans. To help you navigate this critical journey, here are the top mistakes business owners […]
Understanding Multiples in Business Valuation: What They Mean for Your Sale Price
When it comes to selling your business, understanding its value is crucial. One of the most common tools used in business valuation is the application of “multiples.” But what exactly are multiples, and how do they influence the sale price of your business? Let’s break it down. What Are Multiples? Multiples are valuation metrics used […]
Dealing with an Unsolicited Offer: Is it Too Good to Be True?
The recent interest rate cut by the US Federal Reserve presents a pivotal moment for business owners considering an exit. A 0.5% reduction in rates may seem small, but its ripple effects are profound – especially here in Canada.
Is This the Moment to Sell? The Fed’s Recent Rate Cut Could Be the Game Changer
The recent interest rate cut by the US Federal Reserve presents a pivotal moment for business owners considering an exit. A 0.5% reduction in rates may seem small, but its ripple effects are profound – especially here in Canada.
What Is An Equity Rollover When Selling Your Business?
In M&A, an equity rollover, or recapitalization (recap), occurs when a business owner sells their company but chooses to reinvest, or “roll over,” a portion of the proceeds into the newly acquired business. An equity rollover allows a shareholder to maintain a vested interest in the combined business and benefit from any potential future growth […]
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 […]
Mastering Mergers: Acquisition Lessons Learned
In the latest episode of The Selling Successfully Podcast, Portage Founder and Partner Jim Friesen gets the inside scoop and buyer perspective from recent client Sean Brown, Partner at Summit Ridge Capital and now CEO of Burloak Tool & Die. Here are the 5 key takeaways for those thinking about or ready to acquire a […]
