Strategic Financial Leadership

Common questions on how we can help

Click on the category to find a complete list of solutions.


Our approach to financial services incorporates strategic leadership into analyzing your financial approach, developing holistic strategies to reach goals, and managing and creating banking/CPA relationships that harness future growth. With the right financial process, your business will be able to weather any economic downturn.

At ClearPath, we provide you with the tools you need to create more clarity within the organization, to understand the impact of people on your performance and the potential of your business.

420 %

Increase in valuation

420 %
185

M&A Transactons Closed

185
93 %

Return Customers

93 %
460 +

Clients

460 +

Who we are is what makes us different.

Service

We work hard to make sure that our clients are able to grow, accomplish, and better serve those around them. Alongside our work ethic, we donate 25% of our success fees to charities to help serve communities.

Integration

We come into our client’s businesses, alongside their goals, giving us the room to be ourselves. We are consistently putting ourselves in the shoes of our clients to know exactly how to best help them achieve their goals.

Convergence

The intersection of our skill sets and passions is where we do our best work. With a team of former CEOs, CFOs, and other top tier executives, we understand how to increase the value of business and know what it takes to see it from an outside investors point of view.

Every|One

At ClearPath, we believe it is important to include and respect each one of us. Every|One promotes inclusion. Everyone deserves an opportunity to contribute and to have their voices heard, because everyone matters.

Simplifying the process is our speciality.

1. Schedule a Call

We’ll hear from you about your goals, what you’re looking for, and help determine which steps to take next. We’ll be the guide as you stay in the driver’s seat.

2. Analyze & Strategize

With the right financial strategy, your business will be able to weather any economic downturn.

3. Create a Sustainable Business

With the right financial strategy, your business will be able to weather any economic downturn.

Who you trust means everything, and we get it.

Our team of experts has real world experience in a variety of industries. We believe you deserve the best deal possible while still keeping focus on the business. Click on an industry below to see our experience and meet who will be in your corner.