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“
Wow, what a difference a year can make!
It's been just that since we sold our company with your capable guidance, and I am writing this with sincere appreciation for your invaluable assistance. As a first time business owner taken for a ride by the juggernaut that we created, your experience provided us with the support, skills and strategy that we needed to maximize our market position, profitability and ultimately, the value, of our business. Over a three year period, you helped us merge two businesses into one unified entity, professionalized our management systems, provided strategic and business direction, and helped us acquire and retain critical employees, all while growing both revenue and profitability. Then, when we were ready to sell, you quickly helped us become an attractive acquisition target for two national buyers. As a result of your counsel, the company was well positioned to be sold for a premium; in fact, for better than we had anticipated. And as you know, the entire transaction was completed in a mere thirty days. All of this was accomplished with professionalism, integrity, and most importantly, with a commitment to preserving our customer and employee relationships. It is an understatement to say that we could not have accomplished this without you. Your experience, integrity, candor, promptness, patience and sensitivity to our vision was the perfect match for us and our business. I could not more strongly recommend ClearPath Business Advisors to any company which is looking to ethically maximize the performance, profitability and value of its business.”
- Douglas Rohn, DVM, 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.
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." 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 M&A arena including experience as Chief Executive Officer, Chief Financial 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.
Note: We are not practicing CPAs, Attorneys or Financial Advisors and the services we offer do not require a public license. We are happy to work with your CPA,
outside attorney, financial advisor or refer one to you. Our strategic partners include licensed tax preparers, CPA firms, financial advisors and experienced legal counsel.
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