The Instagram Ad That Got It Wrong About Selling Your Business | Portus Perspectives episode artwork

EPISODE · Jun 8, 2026 · 4 MIN

The Instagram Ad That Got It Wrong About Selling Your Business | Portus Perspectives

from Charting Opportunities With Portus Wealth Advisors · host William Bissett

In this installment of the Portus Perspectives series, William gets home to an empty house, clears out emails over dinner, and eventually winds down scrolling through Instagram. And then an ad stops him mid-scroll: A national wealth management firm. It's a well produced video. And at the end of it, a ten point checklist for selling your business, with a prompt to hand over your name, email address, and phone number to get it.It's amusing. Not because checklists are worthless, but because selling a business is one of the most complex, personal, and consequential transactions a business owner will ever go through. And the idea that it fits neatly into ten universal steps is the same marketing trick as thirty days to six pack abs or five steps to losing weight. It feels attainable. It feels simple. And it gets people to give up their email address.The reality is that for one business owner the process might involve three critical steps. For another it might involve twenty. What needs to be uncovered, addressed, and resolved before going to market is unique to every business, every owner, and every situation. Some doors you open will reveal more work. Others will show you that everything is already well in order. You won't know until you start the process.The best checklist is the one you build yourself, from the things you already know deep down need work.Key Topics Covered:- The Instagram Ad: What a national firm's ten point checklist gets wrong about selling a business.- The Checklist Trap: Why oversimplified frameworks feel attainable but miss the point.- Every Sale Is Different: Why the right process for your business may look nothing like someone else's.- What Due Diligence Actually Uncovers: Why some doors open more work and others show you are already prepared.- Learn From Real Stories: Why other business owners' experiences are more valuable than any generic checklist.- Build Your Own Process: How to focus on what you already know needs work rather than following someone else's steps.If you have ever been served a suspiciously simple framework for one of the most complex decisions of your life, this episode will tell you exactly why to be skeptical.➡️ Join the Conversation: https://portusadvisors.com➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUpORIGINAL MEDIA SOURCE(S): William Bissett: The Instagram Ad That Got It Wrong About Selling Your Business | Portus PerspectivesOriginally Recorded on June 5, 2026Portus Perspectives: Episode 23#BusinessExit #ExitStrategy #SellYourBusiness #BusinessOwner #Entrepreneurship #WealthManagement #MergersAndAcquisitions #BusinessValuation #PortusPerspectives #PortusWealth #SmallBusiness #SuccessionPlanning #FinancialPlanning #BusinessSale #DueDiligence 

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In this installment of the Portus Perspectives series, William gets home to an empty house, clears out emails over dinner, and eventually winds down scrolling through Instagram. And then an ad stops him mid-scroll: A national wealth management firm. It's a well produced video. And at the end of it, a ten point checklist for selling your business, with a prompt to hand over your name, email address, and phone number to get it. It's amusing. Not because checklists are worthless, but bec...

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The Instagram Ad That Got It Wrong About Selling Your Business | Portus Perspectives

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