The Selling Successfully Podcast

Jim Friesen - Portage M&A Advisory

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BUSINESS

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.

APR 15

Fractional CFOs: Divide + Conquer

In this episode, we're exploring the rise of Fractional CFOs, their role in guiding businesses through economic challenges and succession planning as well as their impact on successful deals. Learn why Fractional CFOs are becoming indispensable in today's M&A landscape and how to leverage Fractional CFO expertise for your next big move.Guest: Bhavna Duggal | Former Principal & Chief Financial Officer at The CFO Centre of Canada and current Interim Chief Financial Officer at Securian C...

40 min
MAR 8

Profitable Acquisitions: The Portage Path

Buying a business can come with twists and turns and we’re here to help navigate. We keep lines of communication open during negotiations, make sure both parties have the right people at the table, ensure due diligence is done correctly and more.We know all of the steps and keep everyone on the right track throughout. Guest: Ryan Buist | Portage M&A Advisory Partner & Head of Valuations. ryan.buist@portagemaadvisory.comThank you for listening! Find or follow us on LinkedIn, ...

27 min
FEB 12

The Business Behind The Deals

Selling or buying a business is not a decision made lightly, and knowing and trusting the individuals you're working with is crucial. The personal nature of this is front and center in everything that we do, which is why this particular episode is so important. Guest: Ryan Buist | Portage M&A Advisory Partner & Head of Valuations.ryan.buist@portagemaadvisory.comThank you for listening! Find or follow us on LinkedIn, Facebook, Instagram and YouTube.

30 min
JAN 15

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.ryan.buist@portagemaadvisory.comThank you for listening! Find or follow us on LinkedIn, Facebook, Instagram and YouTube.

29 min
12/18/2023

Retirement: Ready or Not?

When it comes to retirement, there is much more to consider than just the numbers. This episode of The Selling Successfully podcast reminds sellers of a necessary introspective process they must undertake to truly assess their level of retirement readiness. Guest: Ryan Buist | Portage M&A Advisory Partner & Head of Valuations.ryan.buist@portagemaadvisory.comThank you for listening! Find or follow us on LinkedIn, Facebook, Instagram and YouTube.

21 min
11/20/2023

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 in the latest episode of The Selling Successfully Podcast, when Portage Founder and Partner Jim Friesen sits down with guest Edward Lee, Investment Advisor at RBC (edward.e.lee@rbc.com)To learn more about Portage M&A Advisory visit our website at: portagemaadvisory.comThank you for listening! Find or follow us on LinkedIn, Facebook, Ins...

23 min
10/23/2023

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: sean@summitridgecapital.com. To learn more about Portage M&A Advisory visit our website at: portagemaadvisory.com Thank you for listening! Find or follow us on LinkedIn, Facebook, Instagram and YouTube.

34 min
09/25/2023

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 Thank you for listening! Find or follow us on LinkedIn, Facebook, Instagram and YouTube.

32 min
08/01/2023

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 | VPthomas.bevilacqua@portagemaadvisory.comThank you for listening! Find or follow us on LinkedIn, Facebook, Instagram and YouTube.

42 min
07/05/2023

A Seller's Experience: The Right M&A Advisor Makes All the Difference

For many, selling their business is uncharted territory. The right 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 NiagaraThank you for listening! Find or follow us on LinkedIn, Facebook, Instagram and YouTube.

30 min
06/08/2023

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. Learn how your financial advisor and M&A expert can and should work together to help you better prepare yourself and your business for sale.Guest: Wesley Haynes | Senior Investment Advisor RBC Wealth Management | Parekh-Haynes GroupTo learn more about financial planning contact Wesley at wesley.haynes@rbc.com You can catch the next episode on our ...

24 min
04/12/2023

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 and Head of Valuations.To learn more about business valuations contact Ryan at ryan.buist@portagemaadvisory.comYou can catch the next episode on our podcast page at portagemaadvisory.com.Thank you for listening! Find or follow us on LinkedIn, Facebook, Instagram and YouTube.

28 min

12 Episodes

Creator

Jim Friesen - Portage M&A Advisory
Years Active

2023 - 2024
Episodes

12
Rating

Clean
Show Website

The Selling Successfully Podcast

The Selling Successfully Podcast

Episodes

Fractional CFOs: Divide + Conquer

Profitable Acquisitions: The Portage Path

The Business Behind The Deals

Selling A Business: The Portage Way

Retirement: Ready or Not?

Smart Exit: The Power of Wealth Management

Mastering Mergers: Acquisition Lessons Learned

The M&A Lawyer Leverage

Where Do Buyers Come From?

A Seller's Experience: The Right M&A Advisor Makes All the Difference

Financial Planning: The Key to a Seller’s Sanity + Success

Don't Sell Yourself (or your business!) Short

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