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.