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.
Episodes
16 episodes
Building Better Businesses: How Business Coaching Builds Value, Reduces Risk, and Drives Stronger Exits.
In the world of business exits, we often focus on the transaction. The reality is that the strongest exits are built years before a company ever goes to market.In this episode of the Selling Successfully Podcast, Jim sits down with Dan ...
Sell, Stay, and Scale: Flexible Exit Strategies in the Lower-Middle Market
In this episode, Jim from Portage joins Kevin Laleyan from PE Gate for a conversation on what drives successful transactions in today’s lower middle market.They discuss the common pitfalls buyers encounter and why both buyers and ...
Behind the Buyer Network: Global Reach & Data Intelligence
In this episode, Nick Olsen, Managing Director at Cornerstone International Alliance (CIA), joins Jim to discuss how global buyer networks and data intelligence are transforming the M&A landscape. He shares insights on CIA’s role in the mar...
The Evolution of M&A: Trends, AI, + Winning Strategies
A powerful conversation featuring Liz MacRae, President of Village Wellth. Liz shares her unique journey into M&A, the friction points she’s solving for buyers, and her insights on where the industry is headed in the next 3–5 years. From ac...
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...
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 mor...
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...
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&am...
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 retireme...
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 Partn...
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:...
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&nbs...
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 | VPth...
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 Spe...
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 prepa...
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 Va...
