Successful Business Exits: How Professional Advisors Help Owner-Operators | Episode 119

Mario’s guest, Jim Friesen of Portage M&A Advisory, discusses his experiences as a sell-side advisor to Canadian owner-operators. Portage focuses on setting realistic seller expectations, preparing the businesses for sale and finding the right buyers in a pool that’s deeper than ever (with private equity, family offices, searchers and high-net-worth individuals in the mix, in addition to strategics). While some exiting lower midmarket owners continue to attempt to sell on their own, the growing complexity of sales processes and tax issues makes it highly advantageous to work with experienced professional advisors in the great majority of cases.
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