Copper Beech Ventures LLC (CBV) provides Business Consulting Services for early growth-stage companies making the difficult transition to becoming successful mid-stage enterprises. Our clients are companies seeking to achieve stable profitability as they prepare for the next phase of growth.


CBV consulting services are delivered through two practice areas:

We help the CEO manage a more complicated business environment by developing a strategic framework, delivering financial analysis to support decisions and creating an operating rhythm that improves business performance.

Early growth companies usually require additional financing and CBV has excellent sources for raising new capital as well as valuation/due diligence experience in those circumstnaces wherein the opportunity for a sale is presented.

What’s CBV’s Value Proposition?

For a fraction of the cost, clients can receive both financial sophistication and the counsel of a corporate strategist delivered with the understanding of early-growth business culture. With CBV’s financial discipline and business experience, the CEO will have the freedom to focus on innovation and growth knowing they have more control.

What Differentiates CBV?

CBV’s service offering combines the skills of a former public company CFO with ten years’ experience in small business investment and value creation. CBV brings the financial expertise, operating knowledge and executive presence needed to raise the capital required for a business to make a successful mid-stage transition.

How Do We Work?

As a permanent part-time CFO we help the CEO manage a more complicated business environment by delivering financial reporting that can help frame decisions and create an operating rhythm that improves overall business performance. CBV works closely with the CEO/Owner to develop a robust business strategy, communicate the investment case clearly and accelerate the organization’s capabilities to perform.