Client Profile

ClearPath Business Advisors’ clients range from small to large firms with these characteristics:

  • Privately-held, usually closely held, businesses
  • Headquartered in Northern California
  • Company revenues between $10 and $400 million
  • CEO/owner who is actively involved in the business, is entrepreneurial minded and is receptive to innovative ideas
  • Executive management team is typically without a strategically thinking CFO

ClearPath’s business services can help:

  • Identify and realize increased value by adding, removing and optimizing products, services, processes and people
  • Grow revenue and optimize sales operations for both inside and outside sales teams
  • Act as CFO or COO or complement existing CFO or COO
  • Prepare for a merger or acquisition, divestiture or just evaluate exit strategies

Learn How

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.

Douglas Rohn, Bay Area Veterinary Specialists
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