Over 50 Years Of Combined Experience
The principals of CVG Advisors has been providing companies with CFO and strategic event navigation with a combined experience of 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.
Discover How We Get Results.
Jim Millar, MBA
Managing Director, CVG AdvisorsJim Millar is a principal of the Vine Group, which he founded in October of 1998. The Vine Group is a business advisory group providing strategic planning, valuation analysis and financing assistance to growing businesses. The Vine Group has assisted several companies in raising capital for growth, selling company assets/stock for appropriate valuations and executing the acquisition of strategic businesses.
Dan Lucas, CPA, ABV
Managing Director, CVG AdvisorsAs the President of Credo Finance, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations.
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.