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 is a business podcast hosted by Unknown Host, with 16 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Selling Successfully Podcast, a business show with 16 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #4

  Building Better Businesses: How Business Coaching Builds Value, Reduces Risk, and Drives Stronger Exits.

  Mar 13, 202651 minS2

  <p>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.<br/><br/>In this episode of the Selling Successfully Podcast, Jim sits down with Dan Holstein, award-winning business coach at Kaizen Performance Improvement Corp, to explore how coaching helps owners build stronger, more scalable, and more transferable businesses long before a sale is on the table.<br/><br/>They discuss:<br/>• What pre-sale readiness really means<br/>• The operational discipline required to build optionality<br/>• The most common risks in founde...

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  Episode #3

  Sell, Stay, and Scale: Flexible Exit Strategies in the Lower-Middle Market

  Feb 27, 202632 minS2

  <p> 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.<br/><br/>They discuss the common pitfalls buyers encounter and why both buyers and sellers need the right team in place to properly implement systems and processes after a deal closes. Alignment between both sides is essential, and PE Gate explains how they help uncover shared objectives and create clarity when navigating complex transactions.<br/><br/>The discussion also explores PE Gate’s flexible approach to deal structuring, including minority investments, rolled equity, vendo...

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  Episode #2

  Behind the Buyer Network: Global Reach & Data Intelligence

  Sep 23, 202527 minS2

  <p>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 market, the scope of its international buyer network, and how data-driven strategies empower more efficient deal-making. We also explore how CIA’s reach enhances Portage’s sell-side process, hear examples of successful cross-border engagements, and get advice for business owners preparing for a sale. Packed with practical insights and forward-looking perspectives, this conversation offers a clear view of the strategic value behind...

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  Episode #1

  The Evolution of M&A: Trends, AI, + Winning Strategies

  May 29, 202536 minS2

  <p>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.</p><p>Thank you for listening! <br/>Find or follow us on LinkedIn, Facebook, Instagram and YouTube.</p>

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  Episode #12

  Fractional CFOs: Divide + Conquer

  Apr 15, 202440 minS1

  <p>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.<br/><br/>Guest: Bhavna Duggal | Former Principal & Chief Financial Officer at The CFO Centre of Canada and current Interim Chief Financial Officer at Securian Canada.<br/><br/></p><p>Thank you for listening! <br/>Find or follow us on LinkedIn, Facebook, Instagram and YouTube.</p>

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