Who We Serve

Industry Profiles


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Client Profile

CEOs and Business Owners Who

  • Want to build a healthy, sellable business whether they plan to sell or not
  • Know they need to address an issue, make an adjustment or change processes
  • Desire to improve performance, profitability and growth trajectory
  • Lack a defined exit strategy
  • Receptive to help

Target Client Size

  • $10 – $200 million in annual revenue
  • Lower revenues if the client thinks big and want to grow

Multiple industries

  • With over 400 clients and many multiple engagements and M&A transactions, ClearPath has experience across many industries. Our team is made up of senior executives who have real-world experience leading and running companies.
  • Our practical experience is a key element that sets ClearPath apart from the rest.

Why Clients Like ClearPath


  • No vested interest.
  • Independent, outside perspective.
  • Work for the good of my business, not for their own ego or investment.

Assignment Approach

  • Resourceful/proactive.
  • Detailed/thorough.
  • Expose us to how we should be doing things.

Interpersonal Skills

  • Roll up your sleeves attitude.
  • Generosity of knowledge.
  • Trustworthy.

Strategic Knowledge

  • Enables my company to scale.
  • Helps us with what we don’t know.
  • Provides terrific insights.

Functional Expertise

  • Finance/ Accounting.
  • Operational Planning/ Modeling.
  • Get my company ready for sale.

Client Testimonials

December 17,2020

As I reflect on the year that is closing, I wanted to share with you how impressed I was with the work you and your team did on the recent transaction for our mutual client.

I have been in public accounting for over 35 years – always as an advisor to privately-held businesses and their owners. In those years, through hundreds of buy-side and sell-side transaction, I have dealt with advisors and brokers of all sizes and all backgrounds. Your team’s work exceeded the work of any group I have seen in the past:

  1. representing the client zealously while still being collaborative
  2. understanding the deal in all its nuances
  3. incorporating the work of the accountants and attorneys.

All was done with professionalism and in a way that kept the deal moving toward a successful close.

Very truly yours,

Edward T. Hanley
Director of Tax
Shea Labagh Dobberstein
Certified Public Accountants & Advisors