News & Resources

Check out the latest news on Welch Capital Partners
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.

June 12, 2023
What is a Quality of Earnings Report?

A quality of earnings (“QoE”) report forms part of the due diligence process in a mergers and acquisitions (M&A) engagement. The objective of the report is to assist investors and analysts in understanding the true profitability and overall health of a company, as well as the company’s ability to generate sustainable earnings in the future. 

June 12, 2023
Advantages and Disadvantages of Debt Financing

The most common type of debt financing that many of us live with is a mortgage on our house. This provides a good example of the biggest advantage of debt financing. It allows us to make a large purchase that we would otherwise have to wait years to make by saving up. It is an investment that provides us the opportunity to enjoy living in our home without having to pay for it all upfront.