Valuation and Sale Consulting Services

What We Do

ClearView provides valuation-first advisory services designed to give owners clarity before major decisions are made.
Our work focuses on:

  • Normalizing earnings the way a buyer would

  • Identifying value drivers and hidden risks

  • Evaluating owner dependence and operational fragility

  • Translating financial performance into decision-ready insight

The result is a defensible and clear view of where the business stands today and what matters most going forward.


Who We Serve


Owners Looking to Sell

ClearView prepares owners before buyer conversations begin.
We help by:

  • Establishing a buyer-grade valuation

  • Identifying key value drivers and risks

  • Flagging owner dependence and readiness gaps

  • Preparing the business for due diligence on the back end, including financial cleanup and organization

Owners then choose how to proceed:

  • Work with a broker from a stronger position

  • Run a self-directed process and handle buyer communication themselves, with ClearView providing preparation and advisory support on the back end


Owners Seeking Decision-Grade Financial Insight

ClearView works with owners who are not actively pursuing a sale but want clarity, control, and long-term leverage in their business.
We help by:

  • Establishing a clear, defensible understanding of current business value

  • Identifying key value drivers, risks, and owner dependence

  • Highlighting operational and financial gaps that limit flexibility

  • Creating a roadmap to increase cash flow, resilience, and optionality

Owners use this work to:

  • Make better decisions around hiring, reinvestment, and growth

  • Reduce reliance on themselves without sacrificing profitability

  • Improve financial organization and business quality

  • Build a business that can support long-term ownership, partial liquidity, or a future exit on their terms

This work is about optionality, not pressure to sell.
A stronger business creates better outcomes whether an owner holds, grows, or eventually exits.


Contact

Email Clearview and we can set up a brief call to go through the next steps towards growth.

469-668-6484
[email protected]