Defensible decisions when capital is at stake.

RecordPath Advisory

Valuation, strategic finance, and automation for public and private companies facing capital events and audit requirements.

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What we do

Valuation & Transaction Advisory

Fairness opinions, purchase price allocation, and defensible valuations for M&A, tax, and disputes.

Strategic Finance

Capital structure, scenario modeling, and board-ready frameworks for growth and change.

Digital Finance Automation

Close automation, document-to-data extraction, and real-time reporting without manual friction.

Built for scrutiny.

Every output is documented, traceable, and ready for auditors, regulators, and boards.

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Deep expertise across sectors.

Technology, telecommunications, agriculture, insurance, and public-sector engagements—led by a CFA charterholder.

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Trusted by decision makers.

Boards, special committees, and founders rely on our work when the stakes are high and the timeline is tight.

Read about our clients

Let's build something defensible.

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hello@recordpath.co
Calgary / remote