Jim Friesen (MBA, CPA) is the founder of Portage M&A Advisory, an Ontario-based leader in mergers and acquisitions. Since 2017, Portage has been serving businesses in the lower middle market with a personalized approach to buying, selling, and investing. As a founding partner of Portage and a business owner himself, Jim is passionate about entrepreneurship and is an expert in guiding owners through the sale and purchase of businesses. In this conversation, Jim discusses his observations on trends in the lower middle market, his advice for new advisors, and his perspective on the steps owners should take when they’re ready to sell their business.
