Our clients are primarily Founder/CEOs whose enterprises face challenges associated with business transition; slowing revenues, market shifts or competitive pressure. CBV has successfully partnered with a range of CEOs facing various circumstances: cash constrained start-ups, business model pivots or demanding investors. CBV’s operating style is collegial and particularly well suited to help the CEO adhere more to an 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 $500K and $2MM.

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

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.
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.
SB is a social engagement application that helps individual skiers make connections to share great mountainside experiences together. CBV prepared financial forecasts, tested market assumptions and prepared the investor offering package for initial funding.
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.
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.
BNC is a premium men’s online fashion source for mature professional seeking to update their wardrobe while retaining their own style identity. CBV helped the original owner recover the company from bankruptcy and reposition its fashion offering to include personal care and physical appearance.
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.
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.
KK delivers family style dinners prepared by award winning farm-to-table chefs using mobile GPS tracking that perfectly coordinates delivery to the household. CBV’s business development planning affirmed the financial benefits of investing in the vehicle fleet and GPS technology.
THP creates and distributes exclusive video content under their clients’ brand name to help them drive customer engagement on social media platforms. CBV worked with the founders to develop a full business plan and investor presentation documents.
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.
OTH is a Business Development Fund investing in enterprises based on the principals of Search Equity or finding “what’s missing” in the marketplace. CBV worked with the OTH management team to develop a business plan for SBIC submission.
TM assembles and distributes the most advanced high capacity 59cc motorized bicycle available today. CBV business planning expertise helped the Chai family take a forgotten product category and turn it into a trending form of economical and eco-friendly transportation.
DFL is an active lifestyle management company using advanced PT techniques, diet and mind-body connections to keep its clients physically fit and recreationally active. CBV developed the proof of concept review, formal business plan and investor documents.
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.