Providing Service Business Owners Answers to Questions:

How can I become more profitable in an investor’s eyes to maximize my assets?

What is my company worth today? What can I do now to increase that value?

How do I ensure my business is operating at capacity to reach a maximum value, and/or prepare for an eventual exit?

Do I have the right recruiting and retention strategy for both short term and long term needs of my business?

Our clients in the service industries each come with a unique set of financial, operational, and strategic needs. ClearPath assists clients in strategic exits from the service industry as well as in roll-up strategies to grow an existing company.

Recently, ClearPath successfully aided a service-based company in selling at a higher multiple than initially anticipated. Our strategies and guidance throughout the selling process allowed for significant financial growth. CPBA helped another client covert to ESOP (employee stock ownership program) to foster employee ownership thinking and to help grow the business. ClearPath’s financial strategies and resources allowed their business to grow in record time. ClearPath also has expertise in talent management, which can help your organization find the right talent at the right time, to aid your company’s growth.

Whether your intention is to build a stronger business or to sell your business, ClearPath can provide the resources to meet your goals:

  • Starting with assessing your company, we will work with you to determine your business’ health and value baseline and provide you with a prioritized roadmap that incorporates your long-term vision for value creation and/or an eventual exit.
  • Once key-value enhancers and detractors are identified, we will work together to address issues through targeted projects focused on building a healthy, sellable business.
  • Finally, with our experience and network in M&A and exit planning, we will provide guidance throughout our relationship whether you wish to hold and grow, step back from your business, or sell.

Why Choose ClearPath?

As former CEOs, CFOs, and other executives, we understand the levers that drive value for businesses and the obstacles that get in the way of increasing that value. Our insights, recommendations, and hands-on delivery are driven by this expertise and guided by our core values of Integration, Convergence, and Service.

ClearPath is a different type of advisory firm, and how we approach philanthropy is different as well. We donate 25% of the success fees earned on M&A transactions to charities of our client’s choosing. In addition, we donate a healthy portion of our consulting fees to non-profit organizations every year, often in partnership with our clients.