Why Our Clients Love Us

CBV lowers the risk associated with a transaction which increases the value of the business while lowering costs. Our clients are primarily Founder/CEOs that do not have a finance team with transaction experience. CBV’s operating style is collegial and particularly well suited to help the CEO and their team meet the challenge of operating a business while engaging in a transaction process.

CBV’s client criteria:

• Location: Client business must be located within the Metro-Tristate / New England area.
• Revenue: Annual revenues between $10M to $30M.
• Industries:  No manufacturing.

Copper Beech served as the CFO to BioAccelergy, organizing the strategic review with financial forecasts and created investor presentations. BioAccelergy has assembled a technology platform, that enables it to produce premium plant-based hydrocarbon products with significantly reduced carbon intensity.

CBV was engaged by Reality Interactive as a Transaction CFO and included strategic review, cash to accrual conversion, staffing transaction team, preparing investor presentations and managing the QER process. Reality Interactive delivers innovative technology for interactive and experiential retail environments.  Reality Interactive’s Fortune 500 client list is testimony to its market leading reputation.

BBELC provides affordable, age-appropriate, educational, social and recreational-based development programs for children ranging from six weeks to six years old. CBV’s three year business development engagement culminated with a sale of BBELC to a NYC-based private equity firm in 2017.

LS is one of the leading providers of early education and child care experience to New England families. CBV was engaged to help LS with acquisition due diligence and testing the veracity of candidate’s financial reporting and accounting systems.

CBP is a boutique placement agent raising capital for established alternative investment managers with a primary focus on private equity. CBV was retained to revise the business plan with a focus on improving efficiency in both front office sales team and back office operations.

GE was actively preparing a plan for a spin-off of its Appliance division to existing shareholders.  CBV was asked to help prepare the Appliances finance team for life as a public entity and frame the Investor Relations function to support an IPO.

FV offers security software to help 50+ households convert all types of identity and confidential information into a manageable lifestyle blueprint that is impervious to online threats. CBV formalized the company’s business plan and investor documents that secured series B financing.

DCL clients have access to the world’s most recognizable cars for a six month season in some of the finest destinations on the east coast. CBV was engaged to develop the strategic plan for the company’s coming expansion to the Gulf Coast and California.

LLS developed a SaaS application that helps individuals link their learning traits and preferences with career interests and college options. CBV researched the market, competitors and integrated results into a detailed business plan for investors.

TWT creates stylized tours for its HNW clientele through a proprietary psychological profiling technique. CBV created financial models and a business rationale for self-guided tours based on a prepared itinerary with all arrangements made in advance.