News & Resources

Check out the latest news on Welch Capital Partners
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.

July 21, 2023
Is the sale of your business subject to HST?

Have you ever wondered if the sale of your business or the acquisition of a target’s business (including its goodwill) is subject to GST/HST? Well I asked Mona Tessier, Partner of Indirect Tax at Welch LLP and she said the “simple answer is yes, however, there is a special election that the seller and buyer can enact to avoid collecting/paying this tax”.

June 20, 2023
M&A Definitive Agreement Terms

After weeks or months of discussions with targets about selling your business and following the entry into a non-binding letter of intent, a substantial (50–70 pages) definitive binding purchase agreement will be delivered to you. For many business owners, this may be the first time they have seen a purchase and sale agreement. Many will be overwhelmed by the sheer size of the document and its legalization.