Portus Perspectives

Portus Perspectives is a short-form video series tackling the financial challenges of building, scaling, and exiting a business.

In each episode, Portus Wealth Advisors founder William Bissett and the Portus team answer the questions business owners are actually asking, from tax-minimization strategies and business structure to succession planning and maximizing exit value.

Whether you’re in the early stages of growth or preparing for your next chapter, Portus Perspectives gives you the clarity and confidence to make better financial decisions at every stage of the journey.

New episodes published weekly.

William challenges business owners on whether they are leading as a CEO or as a COO.

William illustrates why teaching and letting go is the key to building a stronger business.

William reframes an idea that someone else might do better with your business as you have

William explains why letting your CPA handle your bookkeeping might be costing you more.

William cautions owners on how to spot those who don’t deliver the expertise they advertise.

William breaks down why the lease terms underneath a business can make or break a deal.

William illustrates how a high risk medical procedure can force your hand.

William dismantles the idea that selling a business can be reduced to checking boxes.

William draws a parallel between a physical therapy and business ownership.

William reveals how fear quietly drives almost every business owner.

William uncovers a critical real estate detail that business owners overlook.

William challenges business owners to stop chasing normal and be “you”.

William highlights how a client conversation influenced how he shows up.

William talks about how a business owner client has evolved with his “child”.

William share the importance of aiming for good rather than perfect with your estate plan.

William elaborates on a very powerful talk with a retired business owner client.

William dives into the complications that arise when making emotional choices.

William explains how a yearbook quote has evolved with him and his business.

William talks about how failure lays the seeds for eventual success through perseverance.

William shares a story of how business owners can be their own worst enemy.

William breaks down selling a home is very scary similar to selling your business.

William explains why business owners need a different level of service.

William expands on the value of multi-year thinking and planning for business owners.

William elaborates on the different financial journey business owners face.

William talks about why short-term decisions can wreck you.

William talks about the partners you have in your life and business.

William talks about the cumulative impact of decisions.

William talks about the importance of systems in your business.

William talks tackling one thing at a time to right the ship in touch times.

William talks about the thick skin and planning needed to survive the exit.