Doug Welsh

CA, CPA, CBV

Founder

“If somebody is selling their business or facing a litigation battle and a valuation is needed — that’s real life — and that valuation will impact your future. To me it’s vital to understand what your business is worth.”

Learn more about Doug

Susan Naylen-Sorrell

ICD.D, CFA, CBV, MBA

Principal

“When it comes to selling your business, structuring and financing will make the difference between listing your business and closing the sale. I love finding interesting solutions for business owners.”

Learn more about Susan

Lori Ketchuk

CPA, CGA

Principal

“Through my roles as an accountant, I've found two areas of business I love - business process and financial analysis. My fascination with these two things allows me to show clients how processes can become more efficient and how numbers can be turned into highly useful information.”

Learn more about Lori

Brianna Welsh

Administrative Specialist

“I’m a happy person who thrives on working with people and tackling challenges. It sounds simple, even cliché, but it’s truly what allows me to excel.”

Learn more about Brianna

The Welsh Culture

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