People First

When handling transactions, what starts off as a simple business-to-business deal oftentimes becomes the creation of a personal relationship. WBLI is fortunate to have advised many hard-working, dynamic people who have thrown their heart into their businesses.

This was evident when handling the purchase of Techtronics Machine Works Limited.

“Ron and Rhonda Marks are just a great couple!” says Jonathan Gallant, Principal with WBLI in Dartmouth. “He’s this tech-savvy visionary, and she’s a retired nurse with the organizational skills of a Brigadier-General. They were getting ready to retire, and wanted new owners with the same passion and know-how.”

WBLI was advising another couple — a couple of first cousins. Sean MacPhee and Craig Langille owners of Velocity Machining & Welding Inc. were looking to expand.

“Sean and Craig are a fantastic team,” enthuses Gallant. “Between their technical knowledge and their commitment to customer service, they really have nowhere to go but up.”

WBLI handled the negotiations, assisted in securing the financing, took care of the due diligence procedures, and otherwise facilitated all of the many small details that this kind of transaction involves.

“This client was actually referred to us from a larger firm, and we’re proud of the reputation we have within the industry. Everybody knows that if they refer a client to us, we’ll get the job done and get it done right.”

WBLI is the region’s largest independent firm of chartered professional accountants, in operation since 1976. The firm is local, independent and connected, offering a robust range of financial and business advice, from general accounting and assurance services to specialized advice on the most complex transactional and tax matters.

WBLI’s mission is to deliver the broad range of financial expertise one would expect from a full-service firm — with the individualized approach, dedicated focus, and attentiveness of a boutique. WBLI is invested in the long life and good health of your business. For more information, visit www.wbli.ca.