Who We Serve
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
- 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
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:
- representing the client zealously while still being collaborative
- understanding the deal in all its nuances
- 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.
Edward T. Hanley
Director of Tax, Shea Labagh Dobberstein Certified Public Accountants & Advisors
I cannot tell you how thrilled I was with our collective team today. That was one of the most productive sessions we have ever had, by far!
Thanks to all of you for sticking with us through a challenging year. I know at one point last year, we had considered lessening our engagement with ClearPath in 2021, but I’m convinced that there is still so much more to work on together.
I just wanted to reach out and express my gratitude again for finding such a great team and group of people to work with.
ClearPath and ACP that have become business partners in the past few years and we look forward to many more together.
The ClearPath team are brilliant negotiators and I could not have done this without them. They were coaches in our corner and a true advocates. Having never sold an Ag business before, the speed which ClearPath learned about our business model, identified the right prospects, along with their personal touch, gave me confidence. ClearPath’s poise under pressure was impressive.
CEO, MANN PACKING
Right from the start, there was a level of trust and investment in our company vision that was unique for an advising group. They have supported and grown our finance team, helped evaluate our supply chain and empowered us with tools and insight to drive our company’s value. They bring experience and strategic insight, while truly listening to what is needed. Even better is that they are so enjoyable to work with!
CEO, MOMMY BLISS
ASB partnered with ClearPath to create a plan to have a sale transaction as an end game. We started one year before the transaction. ClearPath was instrumental in helping create a plan to sell the company and guiding us on the steps needed before we engaged with a buyer to maximize value for ASB owners. Chris then created and drove the plan towards a sale. Once we had an Offer, he coordinated the process of the sale between the accountants, attorneys, and owners. A tremendous value.
Chris and the ClearPath team took the lead on the entire sale process and helped deliver a successful close. This transaction would not have been as smooth without the guidance and council of ClearPath.
CEO, ALL SYSTEMS BROADBAND
Chris, Patrick, and their team of advisors are extremely well versed in their understanding of Accounting, Business Modeling, Mergers & Acquisitions, and overall Business Finance. They don’t just talk about being business partners with their clients, but back it up with successful strategies and action plans. Even better, they are simply good people. I am grateful and proud to work with them.
DANIEL BOELE, CPA
PARTNER, JOHNSTON, GREMAUX & ROSSI, LLP
Modus Advanced hired ClearPath Business Advisors to evaluate our existing sales process and make recommendations to improve the process to help drive sales to significantly higher levels. ClearPath delivered a detailed plan with specific ‘success’ actions based on an extensive interview and discovery process.
The report detailed ways we could change our process to help drive sales. Their report didn’t suggest we spend hundreds of thousands of dollars completely revamping our sales process and sales department. Chris and his team instead laid out a couple of optional plans to help optimize the assets we already had in place making it easy to implement the recommended changes immediately.
We’re well on our way to implementing the changes and look forward to working with the team at ClearPath to drive sales to significantly higher levels. The team at ClearPath delivered on their promise and exceeded our expectations.
CEO, MODUS ADVANCED
I am a little shell shocked but thank you. I could not be where I am today without the help of you and Patrick. Your company has helped our company to grow and prosper. I look forward to many more years of this beneficial relationship!