Our clients are primarily CEO/Owners whose enterprises are facing challenges associated with business transition; slowing revenues, market shifts or competitive pressure. CBV has successfully partnered with a range of CEOs facing various circumstances: Those new to their job, those dealing with a business in transition and those with complex investor relationships. CBV’s operating style is collegial and particularly well suited to help the CEO adhere more to objective and externally focused analysis of markets, competitors and opportunities.

Client Criteria

Industries: Business/Consumer Services, SaaS, Financial Services, Electronics, Real Estate and Light Manufacturing.

Earnings: Annual EBITDA of client enterprises should be between $1MM and $5MM.

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

Transaction Value: > $500K in NPV

How We Work

Free Consultation: Upfront meetings to discuss needs and make sure we can help.

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

Flexible: CBV can be engaged on an hourly or retained basis.

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.

Financing – Software: Business plan and investor material for $1MM Series A 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: $1.8MM commercial real estate purchase.

Business Transition – Financial Services: Redesign of financial and transaction processes for 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.