Connect With Us

 View our Facebook page
 Get LinkedIn with ClearPath Members
 
 Proud Sponsor of the MS Society

Testimonials

The following reference samplings are a testimony to the success achieved by ClearPath's clients through our collaboration:

 


"I work with hundreds of CEOs running companies in every industry... I don't hesitate to recommend ClearPath when they have to prepare for a major strategic event or simply need some outside counsel. ... I've always received great feedback on their work."

- Paul Witkay, Founder Alliance of CEOs


 

"We want to thank the ClearPath team for helping grow Access Information Management over the past four years through almost 20 acquisitions. Due to this growth, we are now ranked in the top ten companies in our industry within the Western United States. We appreciate your work in evaluations, due diligence and helping us close our transactions as well as helping identify two deals we needed to walk away from.  We also value the closing process you helped develop for our acquisitions but most importantly, I appreciate the detailed attention and feedback you and your team give to our needs. Without this, we would not have been able to grow so quickly and efficiently."

- Dennis E. Barnedt III, President & CEO, Access Information Management - Member Vistage International


 

"I just want to say THANK You for wanting to be a part of the BWC team!!!!  I went home last night thinking how excited I am for our future.  I feel that BWC has talented, wonderful people working here and all have the same goal, to work hard, do their best and help BWC grow.  What makes me excited for the future is your gift of bringing focus to our group.  I love working with you and can't wait to learn and learn."

 - Suzanne Methe, Controller, Bishop Wisecarver Corporation


 

"We have worked with ClearPath Business Advisors over the past several years on a variety of assignments. These include an in depth review of our financials for improved budgeting and an outside in look to create increased focus by our sales force. These endeavors have produced very positive and tangible results. We continually evaluate areas of our business to engage Chris as his broad experience brings viewpoints that we might otherwise miss. While we're all in business to make money, ClearPath's approach is practical and focused on concrete results, whereby their own success takes care of itself by taking care of their customer; not so novel a thought but increasingly a rare find. It is my pleasure to enthusiastically recommend the ClearPath team to other business owners that will invariably benefit by working with them." 

- Jim MacDonald, President & CEO, RF MacDonald Company - Member Alliance of CEOs


 

"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 3-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 and sold for a premium. 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, President & CEO, Bay Area Veterinary Specialists


 

"Our office has worked with ClearPath Business Advisors on many customer projects over the last few years.  We have found that ClearPath delivers pragmatic strategic advice. Many business consulting firms develop elaborate plans that end up sitting in a drawer with little to no results.  ClearPath works with their customers to develop realistic plans that are implemented and make a difference."

- Jim Pease, CPA and Principal, W.H. Mayer Accountancy


 

"ClearPath represented us as Sellers of a Hardware Reseller and Services business when we were approached by a Strategic Buyer. ClearPath prepped our Company for the process, helped clean up historical financials, created the forecast model which was the basis for valuation, prepared the offering package, negotiated the price and terms into a Letter of Intent, facilitated due diligence, referred us to a great transaction attorney and worked with him to help negotiate final terms and complete the transaction. The total cash increase to us as compared to the original offer we received: $1.4 million after tax and $2.2 million pre-tax. Thank You ClearPath!"

- John Fournier, Seller - Member Alliance of CEOs


 

"We recently purchased a company in Southern California to expand our business. ClearPath Business Advisors was chosen to assist and consult in the negotiation process and to develop a complex corporate structure to make the deal work.  I personally worked with Chris Crawford in putting this acquisition together. I would highly recommend Chris and his company to anyone needing assistance in business merger and acquisitions. ClearPath Business Advisors is a company that I feel totally comfortable with in regards to trust, dependability, knowledge and honesty. Their services to Arborwell were a tremendous value and we will continue to look to them for all of our acquisition related needs."

- Peter Sortwell, President, Arborwell, Inc. - Member Alliance of CEOs


 

"I want to thank Chris and the ClearPath team for all their hard work. They helped us out in several key areas and in both cases; the work was timely, thorough, and extremely professional. They first jumped in to our rescue with the death of one of our employee stockholders with a buy-back agreement. The issue was very emotional for our company and ClearPath was able to respond quickly and conduct a thorough valuation so that we could put the estate concerns of our employee's widow to rest. The quality of the valuation was outstanding and far superior to anything we did through our then CPA. It was of real value in this case where we had lawyers involved due to the need of a fair stock price to settle the buy-back agreement. Next they helped evaluate a potential acquisition and possible successor for me. As a family owned business, this was a tricky situation and ClearPath handled it superbly. Chris led both parties through the process with kid gloves and upon conducting the preliminary rounds of the due diligence he had the professional integrity to advise us not proceed based on economic and business perspectives. I am lucky to have found ClearPath as a resource. I look forward to using you and your company again in the future."

- Pamela A Kan, President, Bishop Wisecarver Corporation - Member Alliance of CEOs


 

"All Systems Broadband and TriNet Communications have worked with ClearPath Business Advisors for over two years.  We have been extremely happy with the advice and financial expertise that their firm has brought to our company.  They have made a definitive positive impact on our companies.  I would highly recommend ClearPath Business Advisors to anyone considering their services."

- Jason Skeoch, CEO, All Systems Broadband - V.P. of Sales & Marketing, TriNet Communications - Member Alliance of CEOs and Vistage International


 

"ClearPath helped us create a robust financial management system and professional cash handling, budgeting and departmental objectives for our sailing school business. Chris Crawford has been a wonderful coach and trainer as well as a very astute evaluator of our business structure and plans. He provided OCSC with a thorough, actionable series of observations and recommendations about our financial and business management procedures and protocols. Chris was fully engaged throughout the initial contract and still follows up on a regular basis to see how we are doing, to answer questions and to keep us moving forward. I want to mention that Chris went the extra mile on a very tight budget to ensure we got enough information, structure and coaching to be successful in our plan to set up our business for growth and increased liquidity. We got from Chris what he had promised and received far more than we paid in time, attention and value. I highly recommend Chris and ClearPath Business Advisors to any business that wants to set itself up for more growth and profitability."

- Rich Jepsen, CEO, OCSC Sailing - Member Alliance of CEOs


 

"We have worked with ClearPath for many years now. Their expertise has helped us to expand our resources and grow our business in many ways. Chris and Stacy have provided regular CFO and Controller level oversight to our accounting department and have managed our annual audits. This and their help with cash flow management and business forecasting brought our financial department to a higher level than we ever felt possible. More recently, they have helped package and position our company in order to raise equity. Their honesty, integrity and work ethic is to be commended" 

- Brenda Dronkers, Founder, Pump It Up / PIU Management, Inc.


 

"I want to express my deep appreciation for all that you & your staff at ClearPath have done for me & for my company. I wish I could be in the audience at one of your speeches so I could stand up & publicly acknowledge all of the great results, your professionalism and the fact that you have always come in on time and on budget. You and your team have enabled my wife and me to move 500+ miles away to Southern California and not worry about our company. I am looking forward to many years of great results."

"Chris,
Patrick is doing a fantastic job. My only regret is that we didn't Bring you or him onboard several years ago."

- Bill Pickens, CEO, Pool Covers Inc.


 

"I want you to know how much I appreciate your help. You are excellent at what you do.  Your words were very important to give me the confidence to make the tough decisions and thanks for taking the extra time to hold my hand through this.  I'm glad you are there.  You are worth every cent I pay you."

- Dr. Mark Matteucci, Bay Area Veterinary Imaging


 

"We are very pleased with the work that ClearPath has done for us. Our company has had some very challenging projects with very short time frames. ClearPath has always come through and saved the day for us. We have a very large shareholder that is a public company, thus reporting accurately and on time has been critical and demanding. The ClearPath staff has helped to not only get the job done, but provided important and valuable suggestions for how we can improve and streamline the process. That's truly "value add" and very unique in today's business climate. We have also benefited greatly from the personal skills with financial planning, business modeling, and solid business thinking. Thanks for being our partner and a key component of continued growth and success."

- Peter Geddis, President & CEO, IP Global Voice - Member Alliance of CEOs


 

"We engaged with ClearPath Business Advisors to evaluate the strategic direction of our company and contribute to creating specific action plans to turn initiatives into reality. ClearPath did a thorough job analyzing our business and interacting with our management team. They did not simply tell us what we wanted to hear or offer advice that might serve their own interests. They truly offered their point of view which is what we wanted. It got us thinking about what we need to do in a productive and action oriented way and forced our own executive team into greater alignment of direction. Their recommendations were clear, concise, insightful and helpful. We look forward to working with ClearPath again on future opportunities and challenges."

- Kim Weiss Lopez
 Chief Executive Officer
 Remedy Interactive, Inc.
 Member - Alliance of CEOs


 

"ClearPath started as an advisor to our Finance Manager, and evolved into an outsourced CFO role when our needs grew. I'm thoroughly pleased with the effectiveness."

- James Van Dyke
 President and Founder
 Javelin Strategy & Research