Strategic Financial Leadership

Common questions on how we can help

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

Fractional Part-Time CFO

What is the impact of having strategic financial leadership in my organization?
What are the quantitative and qualitative elements that greatly affect the current and future value of my business?
How can I prepare my business for the next economic downturn?

Scenario Planning

How do I discover which levers to pull in order to shift my business and plan for the future?
Can I create financial modeling to map out a variety of “what if” scenarios?
How can I ensure my internal/external team will weather the storm with me?

Budgeting and Forecasting

How can I create an effective forecasting process for my business that provides meaningful guidance over the course of the year?
How do I forecast and manage my cash flow over the immediate and longer-term?
What elements make my business scalable and sustainable?

Banking and CPA Relationships

What does it mean to maximize my borrowing capacity and what is appropriate leverage?
How can I establish strategies with my outside CPA and banker sources that align with my company?
What do I need from financial institutions that will support my company’s growth?

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.

Schedule a Call

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.

Schedule a Call

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.