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 actionable advice for today’s buyers and sellers to bold predictions about AI and tech disruption in deal-making, this episode is packed with strategic gold.

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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 Canada.

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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.
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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.
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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.
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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.
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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 ([email protected])

To learn more about Portage M&A Advisory visit our website at: portagemaadvisory.com

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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: [email protected].   

To learn more about Portage M&A Advisory visit our website at: portagemaadvisory.com
 

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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 | [email protected] 

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