Preparing a Middle Market Business for Sale or Succession—Webinar ClearPath Business Advisors, California Bank Of Commerce and Donahue Fitzgerald Attorneys give their insight of what it takes to prepare for a middle market business to prepare for sale. Hear the different points of view from firms, banks and advisors. In this webinar we discuss preparing
A salability assessment isn’t just something that’s a good idea in theory—it’s something that has helped many kinds of businesses maximize their potential value and smoothly transition to a new stage in the business cycle.
The COVID-19 pandemic created a mass social experiment in working from home (WFH), changing the post-pandemic future of work. This shift has created complex challenges. Leaders must meet varied expectations in the context of a volatile post-pandemic office culture. In this Executive Highlight, we explore when and where remote work is beneficial. We conclude with
Contact: Carly Anderson Email: Anderson@clearpathba.com 10/25/2021 Pleasanton, California — ClearPath Business Advisors is proud to be Certified™ by Great Place to Work® for the first year. The prestigious award is based entirely on what current employees say about their experience working at COMPANY. This year, 92% of employees said it’s a great place to work
Treasury Secretary Janet Yellen recently warned Congress that if the debt limit is not raised by October 18th, the U.S. government will default on its debt. Economists project that a U.S. default could have a catastrophic impact on the fragile U.S. economy. In this Executive Highlight, we explore what “default” really means, what is expected
On April 21st, 2021, Governor Newsom declared a regional state of emergency for the Russian River Watershed in Sonoma and Mendocino counties due to record low water levels. Several months after, 50 out of 58 counties were declared to be in a drought emergency. In response, California water regulators voted unanimously on August 3rd, 2021,
The Predictive Index (PI) is a tool with over 60 years, 500 validity studies, and 100 million dollars of research behind it. It is a short assessment that gives insight into a person’s personality traits, behavioral patterns, drives, and needs. The Predictive Index is well respected in multiple industries. The Predictive Index organization maintains a Science Advisory Board staffed with Industrial/Organizational (Business) Psychologists, professors, and other experts who study how to measure psychological traits such as behavior, personality, and mental capabilities (this is also known as the field of psychometrics). The board regularly reviews the science, follows government hiring standards, and is recognized by multiple psychological associations.
On June 15th, almost 15 months after the first shutdown orders were issued in the Bay Area, California “fully reopened” its economy. This is an important milestone and an opportunity for us to both reflect and plan. As we look forward and discuss what the reopening means for business, at ClearPath we believe it is important to keep each new challenge in the context of the past 15 months. Just one year ago, business leaders were fighting for survival: setting up remote networks, struggling to obtain everything from PPE to laptops, adapting to constantly changing restrictions, obtaining PPP loans and other financing, and above all trying to protect the health and livelihoods of their employees. We overcame those challenges and more, both business and personal. The problems business leaders face in the second half of 2021 are small by comparison.
In 2017, ACP began working with ClearPath Business Advisors to implement the Orion Strategic Vision and Execution Program. ACP’s leadership team leveraged Orion to weather several complex challenges, ensuring the business was well prepared when COVID-19 struck. ClearPath’s Orion Program has helped position ACP with a clear plan for success as the world emerges from
ClearPath believes that hiring the right people is essential to ensuring the sustainability, scalability, and overall success of a business. At times, we may run into unique challenges with individual clients whether it be their size, location, industry, etc. In the attached case study, we worked with a client who is in a competitive industry and had a limited local talent pool. We outline the challenges faced, the steps ClearPath took, and the ultimate solution of successfully placing two employees who were a great fit for the family-oriented business.