CVG Helps Ambitious Companies and Entrepreneurs Build Valuable Businesses with Strong Legacies.
You have invested a lot of time, energy, and sacrifice into making your business a success. Now it’s time to start thinking about the next step — both in your life and in the life of your business. Making a succession plan is the single most important issue in preserving the legacy of your company.
CVG works with business owners and entrepreneurs to navigate the often confusing and overwhelming process of transformational business transactions through our unique combination of strategic advisory acumen, financial expertise and decades of experience. We believe in positive sum games — we hate to see value left on the table. Let us help you close the gap between where you are today and where you want to be in the future.
Tell us where you are and where you want to get to. We will do the rest.
CVG provides you with a customized approach backed by proven, systematic solutions to help you plan the future you want for your company. It’s all about building a long-range map with a well-marked route in order to successfully navigate what is often a complex and challenging journey. Whether that future involves a sale, merger, acquisition, divestiture or another exit strategy, we are master at execution and offer that service to you.
Getting ready to sell…or do you want to buy a company? By balancing healthy, sustainable business growth with steady profit margins, we help our clients develop and maintain a business legacy for the next generation. Sometimes, selling a company before you retire, at the right time might be the ideal scenario for you as you step towards a longer-term legacy plan. We will help you navigate those scenarios and assess the ROI of each.
We have a long-established and deep CFO practice that can help you get your house in order. You don’t have to wait to bring us in. We can come in and help you get things in good order before considering all of your options. There are many things to consider, including risk vs.reward, tax considerations, and personal financial planning — just to name a few. We want to make sure to walk next to you through the entire transformational process.
Build Your Business Legacy.
Business Owners & Entrepreneurs
You’re ready to make a big decision with your business — you might be selling, in need of additional capital, acquiring another business, or just needing expert help handling rapid growth. If you are looking to buy a business, we can help you find the right one, at a fair valuation, and with the right deal terms.
Private Equity Groups, Family Offices & Professional Advisors
Your clients have high standards when it comes to managing high-stakes decisions and transactions — it might be an acquisition, an exit plan, or just generating healthy profits and cash flow. We will work closely with you to ensure cohesiveness in the client experience. Our mission is likely the same as yours — to serve the client with the highest quality standards imaginable.
The two principals of CVG are Jim Millar and Dan Lucas. They have been providing companies with CFO and strategic event navigation for well over 50 years. They have provided companies of all sizes with strategic accounting consultation, capital structuring, tax planning, and financial analytics to support and clarify complex financial transactions.
CVG specializes in providing individual business owners, private equity groups, professional advisors, family offices, and potential buyers and investors with unique, customized services, that are carefully tailored to meet their specific goals. You may be surprised in how thorough we are to understand the goal up front and then create a detailed strategic plan — then we follow up with professional, intentional execution.