Elevating Your Business’s Future: The Valuepath Vision.
Transforming Lower Middle Market Business Sales.
Our decades of experience serving diverse clients brings best practices from large transactions to the lower middle market.
Large Firm Expertise Tailored for Lower Middle Market Businesses.
Confidential, Customized Strategies.
Guiding your business sale with precision and discretion, Valuepath prioritizes your unique goals throughout the sales journey. We cater to a diverse range of industries across Western Canada.
Get in touch with Valuepath today.
Tailored Financial and Tactical Plans
End-to-End Deal Management
Reaching Qualified Buyers
Our People.
Our advisors have experience with hundreds of transactions; explore our latest transaction case studies:
Connor James
CPA, CBV
Curtis, a former member of a Big 4 accounting firm's Corporate Finance group and the Office of the Auditor General of Alberta, has significant experience advising private company owners on sell-side M&A mandates, as well as in financial reporting and valuation. Curtis obtained a Bachelor of Commerce in accounting from the University of Alberta and has earned both his CPA and CBV designations.
Curtis Wispinski
CPA, CBV
Nathan Drueco
CPA
Dash, a former member of a Big 4 accounting firm, has experience working with large publicly traded clients spanning various industries, specifically those in the engineering services and utilities sectors. Dash obtained a Bachelor of Commerce with a major in Accounting and a minor in Psychology from the University of Alberta and has earned a CPA designation.
Dashiell Bowling
CPA
Marilee brings more than 15 years of experience across marketing, strategy, operations, and client experience, working with both established organizations and growing businesses. She has led strategic initiatives, strengthened client relationships, and helped teams turn ideas into action. Marilee holds a Bachelor of Commerce from the University of Alberta.
Marilee Marin
BCom
Gerald, as a seasoned M&A specialist with over 25 years experience in national and international business buy/sell transactions, brings a wealth of experience across many different industries, including many years in the healthcare sector. His technical training includes obtaining an MBA in finance and marketing as well as being a Chartered Business Valuator.
Gerald Enns
MBA, CBV
Joshua Letendre
CPA, MPAcc
Recent Case Studies.
Our advisors have experience with hundreds of transactions; explore our latest transaction case studies: