Our expertise
Led by chartered business valuators (CBVs), our valuation team provides meaningful insight into your company and industry, along with a careful analysis of your historical and projected financials.
WCP in collaboration with its partners have decades of combined expertise in business valuations and finance, and have delivered credible, independent and objective business valuations for a variety of purposes, including:
- Mergers and acquisitions (buy-side and sell-side)
- Capital raising or refinancing (equity and debt)
- Financial reporting, such as purchase price allocations, goodwill and intangible asset impairments
- Best practices: EMDs are required by law to have audited financial statements, a minimum of $50,000 working capital, and insurance to cover a wide range of client and dealer issues. They’re also required to send you periodic statements on any transactions they undertake on your behalf.
- Portfolio investments, such as private equity and venture capital
- Business succession planning
- Transfers of assets or divisions to other legal entities (including overseas)
- Reverse takeovers or go-private transactions, including fairness opinions
- Tax reorganizations and compliance
- Transfers of a family business to the next generation
- Business restructuring, corporate reorganization and distressed sales
- Insurance coverage for shareholders’ or partners’ agreements
- Evaluation of strategic options or development of business strategies to unlock value
- Disputes between shareholders or owners, including mediations and arbitrations
What we do
Chartered business valuators are business valuation specialists. They are governed by the CBV Institute, Canada’s only designation authority dedicated to business valuation.
CBVs are uniquely trained to uncover risks, find hidden value, and enable wise, valuation-based business decisions. A CBV helps you understand and measure value on how each key element of your business impacts your business value.
CBVs create & maximize shareholder value. They identify the most profitable opportunities for growth for your business and unlock the intangible assets that are not on the balance sheet — assets that will drive value, such as customer relationships, community relations, management capabilities and alliances.
CBVs understand business risk. They also understand what you need to do to safeguard the value of your business. A CBV provides you with a constructive plan to help you not only protect the value you have already created, but mitigate risk and maintain value into the future.
Who we are
Who we help
A focus on technology companies
Although we have provided valuations in many industries and sectors, we have extensive experience in the business valuation of technology companies. We have valued technology companies with software-as-a-service (SaaS) business models in various sectors, as well as companies in software, hardware, biotech, cybersecurity, fintech, media and other sectors.
Founders and management teams are expected to generate strong performance and high growth. Often that requires multiple rounds of investment. Our CBVs are experienced in valuing technology companies for multiple rounds of financing and helping them understand what investors are looking for.
We also understand that technology companies are always recruiting, and it is difficult to find talent without offering stock options. We have performed many valuations for stock option purposes, for both Canadian and U.S. tax and financial reporting. Our valuations adhere to Section 409A of the Internal Revenue Code (IRC) and financial reporting requirements related to Financial Accounting Standards Board Accounting Standards, as well as with practice standards 110, 120 and 130 of the CBV Institute.
What our clients are saying:
“[Welch Capital Partners] has provided 409A valuations for our option issuances over the past few years. The valuation reports we receive are of high quality but are cost effective, and we appreciate their professionalism and responsiveness to our needs. [Welch Capital Partners] provides a great service to venture-based businesses in the technology sector and we plan to use them in the future.”
Case Studies
Welch Capital Partners was engaged to prepare a financial pro forma and valuation for a buy-side acquisition mandate. The client approached Welch Capital Partners to acquire another complementary firm, and required a professional and credible pro forma and valuation to satisfy the buyer’s lenders.

Welch Capital Partners was engaged to prepare valuation of a company who was preparing to buy out a minority shareholder. The client approached Welch Capital Partners help them determine an independent and objective valuation of the shareholder’s interest for the buy-out. The minority shareholder would consider our valuation in his negotiations with the client.

Welch Capital Partners was engaged to prepare valuation of a potential acquisition target in a buy-side acquisition mandate. The client, based on Ottawa Ontario, approached Welch Capital Partners help them price the deal and prepare an offer to acquire another complementary company in Western Canada, and required a professional and credible valuation and buy-side acquisition advice.
