Why Our Clients Love Us

CBV’s sell-side due diligence practice lowers the level of risk associated with a transaction and vastly improves the desired outcome for the business owner. Our clients are Owner/CEOs that usually have a bookkeeper or accountant and a CPA for tax matters but not a finance professional on staff with transaction experience.  CBV’s operating style is collegial and particularly well suited to help the CEO whose enterprises face the significant challenge of running a business and managing a transaction.  


CBV’s client criteria:

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

Digital Palette Technology (DPT) delivers innovative technology for interactive and experiential retail environments.  DPT’s Fortune 500 client list is testimony to its market leading reputation. CBV was engaged to prepare DPT for the sales process and serve as the transaction CFO which included negotiation, assembling key financial analysis, strategic assessment and hiring the deal team.

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.

Blazers Unlimited LLC creates a unique casual style for men and women that connects the smart look of the blazer with their schools, clubs or any organization. CBV developed the business strategy for the company with detailed financials and successfully secured an equity investment and a line of credit to jump start national distribution.

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.