Susan Naylen-Sorrell - Founder

If multiplicity is any indication of Susan’s drive, her array of designations, businesses, countries worked in, courses taught, and successful business transactions (not to mention children and pets), tell a convincing success story.

Susan passionately works to find the right solution for every client. Her extensive business and finance background led to her current focus: providing sell-side financial advisory services that minimize risk and mitigate tax, for clients looking to sell or transition from their business. She loves connecting with clients and becoming fascinated by the various puzzle pieces of their situation. In fact, she can’t imagine doing anything else.

Susan began her career as a Wall Street investment banker in New York, then went on to work in London, Asia Pacific and Calgary. She has advised on over $10 billion of mergers and acquisitions, capital markets and financial advisory transactions globally. Susan has taught Mergers & Acquisitions, Corporate Governance & Executive Compensation, and Portfolio Management at the Haskayne School of Business, University of Calgary. She is also currently an elected Senator of the University of Calgary.

Doug Welsh - Principal

Doug’s 30 years of experience as a Chartered Business Valuator and Chartered Accountant speaks for itself, but it’s his proficiency in working with small to mid-sized businesses that sets him apart from other valuators. His experience as an entrepreneur (he also owns a retail business with his wife) and owner’s business mentality gives him the well-rounded perspective to really understand clients’ needs, including a heightened sense of the accounting and tax matters that affect them.

Simply put, Doug loves helping people. He advises lawyers, shareholders, individuals, and corporations across almost every industry, placing a high emphasis on face-to-face interaction with clients and their advisors. His passion for what he does is fueled by his love of variety and the reality that no two valuations are the same. Doug’s calm and rational demeanor sets clients at ease, and his supportive attitude reflects his commitment to making a difference.

Doug has testified as a valuation expert witness in the Court of Queen’s Bench of Alberta, Federal Tax Court of Canada, and the Supreme Courts of British Columbia and Yukon. He has also participated in Judicial Dispute Resolution and testified at hearings of the Alberta Land Compensation Board. Doug regularly presents and writes on a variety of business valuation topics for different professional conferences and corporate seminars.

Evelyn Main - BA

A passionate desire to help other has led Evelyn to a career as a coach and facilitator. She began coaching her business, Elevate, in 2011 and has since engaged with a variety of Calgarians.

Evelyn focuses on team and individual transitions, always making sure to ask smart questions to get to the crux of issues. She works with clients to simplify the complex to find realistic, actionable solutions.