News & Resources

Check out the latest news on Welch Capital Partners
May 28, 2024
Capital Gains Inclusion Rate – How Does It Impact Me? In More Ways Than You Think

The federal Budget was presented on April 16, 2024 and among a number of proposed tax changes, included an increase in the capital gains inclusion rate from ½ to 2/3 for corporations, as well as for individuals in respect of any capital gains in excess of $250,000 in a given year. This change is to apply for capital gains realized after June 24, 2024 and will effectively increase the tax rate applicable to capital gains realized by corporations to 33.45% (from the current 25.1%) and to 35.69% for affected individuals (from the current 26.77%). However, in addition to directly increasing the tax rate, this change will have many other indirect implications for taxpayers, as discussed below.

May 2, 2024
What is a Search Fund?

In recent years, the search fund model has gained popularity as an alternative investment strategy, particularly among entrepreneurs and investors seeking opportunities in the world of private equity.

March 15, 2024
Role of an Investment Banker

As you embark on the journey of selling your business, you will want to make sure you have the right people on your team. This starts with the investment banker / M&A advisor. This blog outlines the role that the investment banker will play as you navigate the process of selling your business.

March 13, 2024
M&A Deal Team

As you embark on the journey of selling your business, you will want to make sure you have the right people on your team. This blog takes the opportunity to briefly describe the players and their roles.

August 18, 2023
The First Date: Unveiling the Spark in an M&A Transaction, and the Role of Advisors

Embarking on a Mergers & Acquisition (M&A) transaction is akin to going on a first date. Just as sparks fly between individuals, a similar chemistry and connection are essential between a buyer and seller in an M&A deal. However, navigating the complexities of M&A requires expert guidance. In this blog, we will explore the indicators of a spark between buyers and sellers during their initial encounter, and the invaluable role that advisors play in facilitating this process.

July 27, 2023
Demystifying Company Valuation

Determining the fair market value of a company is a complex process that requires a deep understanding of various quantitative and qualitative factors. Whether you are a business owner or an investor, this blog post will guide you through the essential concepts and methods used to assess the fair market value of a company.