The Selling Successfully Podcast
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.
The Selling Successfully Podcast
Financial Planning: The Key to a Seller’s Sanity + Success
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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 Group
To learn more about financial planning contact Wesley at wesley.haynes@rbc.com
You can catch the next episode on our podcast page at portagemaadvisory.com.
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