Get moving early to set yourself up for a successful trip

Planning is key

Even when owners are a few years away from divesting, education and planning are key to ensuring a seamless journey. “Now” is never a bad time to begin understanding what your business is worth and how to optimize it for sale.

At Portage, our valuation team has the finance and business knowledge needed to drive and measure value on both the sell and buy sides of the equation. The team is governed by the rules and regulations of the CBV Institute, which has been the authority in Canadian valuation for nearly 50 years and employs a rigorous accreditation process to ensure CBVs have the judgement and analytic training needed for a wide variety of valuations.

Our full boat of valuation services

  • Mergers and acquisitions
  • Buying into or out of ownership interests
  • Bank financing
  • Planning for future sales
  • Purchases and sales
  • Strategic planning
  • Tax planning
  • Valuation enhancement