Transaction Support and Strategic Services for Transformational Events
CVG offers buy-side and sell-side support along with strategic advisory services specific to our clients’ needs and objectives. Nothing is boilerplate or pre-determined. We won’t try to fit you into a pre-determined, out-of-the box plan — you will get a unique, customized experience from CVG.
We want to ensure you are able to effectively monetize the maximum value from your business, while mitigating any risks that come with it. This includes any disruption to the ongoing operations while we work through the process alongside you.
We are 100% focused on getting you the results you want. We will dig deep to determine the financial and operational health of a target business — identifying issues prior to an offer, giving you the confidence to make the right purchase at the right price. We are valuation experts — we will give you peace of mind that you are not overpaying for a business.
Our CFO services are coupled with our strategic transactional hands-on involvement to provide both sellers and buyers with the support they need. Don’t worry, we don’t ride off into the sunset once the transaction is done — we are will you for the long haul. Once a client, always a client. That’s our calling — we want to ensure your success over the long-term, not to complete a transaction and move on to the next one.
How Can We Support You?
Be the exception to the rule — FINISH STRONG.
Successful transaction and strategic event navigation are created by efficient coordination of expert and knowledgeable resources. Knowledge, clear communication, deliberate action, and stamina will help you maximize and protect the value of your business.
We offer sound strategic advice throughout the entire business lifecycle — whether your business is just getting off the ground, or you’re in a transition period, CVG can provide objective, experienced professional knowledge to identify, analyze, and clarify strategic issues and do logical, empirical evaluation of all options.
While most boutique firms can’t handle the wide range of needs that our clients demand, our strategic relationships and professional advisor network enable CVG to provide a unique and creative perspective to support your needs.
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.