TRANSACTION ADVISORY – Experienced Oversight for Creating Value

With an experienced transaction advisor the CEO/Owner avoids costly mistakes, saves time and eliminate the stress of deadlines. CBV is highly experienced in securing financing for early-stage business including capital modeling, developing alternative sources, terms/pricing and closing. Being creative and persistent are two attributes we have found are the keys to successful financing project. In the case of an exit sale the valuation of the business is just the starting point; it’s managing the details of a due diligence process that protects the CEO/Owner’s investment and keeps the deal on track to closing. Whether leasing real estate or equipment or considering a major purchase, CBV’s sourcing process maximizes competitive participation and wrangle the details which results in the best deal for the client.


Financing – an optimized capital structure provides the runway for revenue expansion and starts with creating predictive practices around the sources/uses of working capital.

  • Private Debt or Equity and Government Agencies
  • Professional preparation of financing packages
  • Forecast modelling

Business Sale/Exit – whether the offer is unsolicited or the result of a methodical plan, having a professional focused on the transaction’s success is a wise investment for a process that can go wildly wrong in so many ways.

  • Fair value modelling of business
  • Positioning & Marketing
  • Due diligence process

Special Situations – there are many subtle ways to create value in a business with a little creativity and sharp eye on the balance sheet.

  • Real Estate, IT or Equipment Leases
  • Debt or lease restructuring
  • Family business – Reposition ownership



  • "Experience is that most brutal of teachers. But you learn, my God do you learn." -C.S. Lewis

  • "Action expresses priorities." -Mahatma Gandhi

  • "Choose a job you love, and you will never have to work a day in your life." -Confucius

  • "Innovation distinguishes between a leader and a follower." -Steve Jobs

  • "Continuous effort - not strength or intelligence - is the key to unlocking our potential." -Winston Churchill

  • "Perfection is not attainable, but if we chase perfection we can catch excellence." -Vince Lombardi

  • "Always bear in mind that your own resolution to succeed is more important than any other." -Abraham Lincoln

  • "Do not fear mistakes. You will know failure. Continue to reach out." -Ben Franklin

  • "Anyone who has never made a mistake has never tried anything new." -Albert Einstein

  • "Don't part with your illusions. When they are gone, you may still exist, but you have ceased to live." -Mark Twain

  • "I've learned that mistakes can often be as good a teacher as success." -Jack Welch