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“It is with great enthusiasm that I write this letter of thanks, and send along my highest recommendation for you and ClearPath Business Advisors. Over the last three years, you have helped us merge two businesses into one unified entity, professionalized our management systems, provided strategic and financial direction, and helped us acquire and retain critical employees, all while growing both revenue and profitability. Your professionalism, experience, integrity, candor, promptness, patience and sensitivity to our vision are the perfect match for our business. I can truly say that working with you has not only made BAVS a better company, but has made me a better chief executive.”
- Douglas A. Rohn, CEO and DVM, Diplomate ACVS, Bay Area Veterinary Specialists |
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Overview
ClearPath Business Advisors offers personalized and experienced consultation designed to address a variety of business needs.
Financial Consulting - including Controller and CFO level oversight.
We have significant financial expertise at all levels with experience ranging from start up to being the Controller and Chief Financial Officer of businesses with over $200 million in annual revenue, including public company expertise. Our services include all aspects of being a Controller or Chief Financial Officer including senior financial oversight services, training, financial and cash flow forecasting and management, financial analysis, profitability management and analysis, financial and management reporting, public company reporting, taking companies public, raising money in the public markets and investigative/forensic services. A core orientation we bring is to conduct a business and financial assessment so you better know what is really driving the success of your business, create specific and short term (immediate) strategies to overcome challenges and increase the value of your business. We are always capable of implementing what we recommend, or helping you do so yourself.
Mergers & Acquisitions Advisory Services
Our expertise is first hand. We have personally been buyers and sellers; we have advised others on well over 200 transactions and have handled all aspects of the transaction ourselves. We are specialists in Buy/Sell transactions, target/prospect identification, creating and negotiating terms, Letter of Intent negotiation and drafting, due diligence, assisting in the drafting of terms and documentation, business valuations, developing and implementing exit strategies, assisting in defining equity partner relationships, agreements, partner buyouts and business "divorces," stock option plans and assistance in raising debt/equity financing. Ultimately, this expertise allows us to help you increase the value of your business, whether or not you ever plan to sell.
Business & Operational Consulting
We have significant expertise outside the financial and M&A arenas including experience as Chief Executive Officer, Chief Operating Officer, Sales Management, Distribution and Sourcing, In-House Legal Counsel, Human Resources and more. Our services in this division are broad and include business and strategic planning and implementation, short-term and very focused management and performance planning, profit margin improvement initiatives, operational efficiencies, creating and/or stabilizing infrastructure, in-house legal services, sales strategies and implementation, inventory management, system evaluations and implementations and more. Our primary goal is to help you define and achieve Management's Objectives and make you self sufficient in the process. We typically take a short term focus so we can help you move your business forward quickly and we are very capable of implementing what we recommend, or helping you do so yourself.
Combination of Two or More Areas of Expertise
Often times, our clients see the greatest value in the fact that we bring complimentary skill sets in multiple areas of expertise that they otherwise would have to source from multiple parties or firms. The benefits to this include efficiencies gained in learning curve and costs, as well as bringing a more complete perspective to our clients. Overlaying all of our expertise from the perspective of a business person who has been in our clients shoes in the sense of being a part of or running a "real" business is a critical perspective that we bring to all of our engagements. Whether dealing with a complicated financial or legal issue, or a complex M&A transaction, what is most important is bringing a sense of "how does this really affect the business?" from people who have been there before.
Note: We are not practicing CPAs or Attorneys and the services we offer do not require a public license. We are happy to work with your CPA,
outside attorney or refer one to you. Our strategic partners include licensed tax preparers, CPA firms and experienced legal counsel.
We are not business brokers or intermediaries. Our strategic partners include very experienced intermediaries if you need to find a buyer for your business.
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