Client Criteria

Industries: Software, Electronics, Financial Services, Real Estate, Business & Consumer Services and Light Manufacturing.

Revenue: Annual revenues should be between $5MM and $30MM.

Location: Engagement must be within Connecticut or the Metro NYC region.

Transaction Value: > $2MM

How We Work

Alignment: Time is invested upfront with a free consultation to make sure we can help.

Satisfaction: We like what we do and our success is built on referrals – just ask.

One Client at a Time: CBV is a sole member consulting business – you get the owner.

Protection: CBV’s contract protects client IP and provides general liability coverage.

Previous Client Engagements

Business Plan – Consumer Products: Business plan and investor material for $1MM Series B funding.

CFO Services – Consumer Services: CFO of $6MM early education company.

Business Transition – Financial Services: Strategic refresh for a $6MM consumer credit business impacted by new regulations.

Transaction Advisory – Financial Services: Business valuation in support of bankruptcy proceedings.

Transaction Advisory – Consumer Products: Business plan and investor material for $1MM Series B funding.

Transaction Advisory – Real Estate: Financial advisor for numerous commercial real estate leases with NPV of over $15MM.

Transaction Advisory – Education Services: $10MM client sale to NYC-based PE firm.

CFO Services – Corporate: Treasury and IR outsourcing for corporate spin-off.

Transaction Advisory – Real Estate: Financial advisor for $1.8MM commercial real estate purchase.

Business Transition – Financial Services: Redesign of financial and transaction processes of regional securities firm.

Transaction Advisory – Software: Business valuation in support of bankruptcy proceedings.

Business Plan – Consumer Services: Business plan for $8MM automobile warranty business.

CFO Services – Non-profit: overhaul of finance function and hiring of new Controller.