"CCG was the glue that held the process together and I am deeply indebted to them for helping us get through to the other side; they are top of class in the services they provide, bar none."

Steve Struve
Latite Roofing & Sheetmetal Company

CCG Advisors  

ou'll have a universe of options when considering your exit strategy.  CCG Advisors is committed to helping you understand all your options and choosing the one that best suits your personal, professional and business goals.  Our only preference is that your strategic purpose is achieved.  

Strategic Guidance

 The positive tactics you’re implementing day-to-day to build and run a successful business are driving the value of your company. However, it is easy and common for business owners to become so entwined in the daily running of their company that  they neglect important long-term, big-picture planning. Strategic Guidance DiagramWe can help you to ensure that your daily efforts are consistently contributing to the larger goal of building a valuable company. And equally important, we can help you to avoid common pitfalls in practice that might detract from the value of your business.

We start by exploring together your goals for yourself, your family, your company and your employees. We consider your personal timeline for exiting your business, whether you have a willing and able successor in mind and what financial and personal goals you would like to achieve prior to your exit. We do a comprehensive valuation and marketability analysis of your company and identify key value drivers and detractors in your business. We help you to learn how to see your company through the eyes of an outside buyer or investor, so that you can start to prepare for what will likely be the largest transaction of your life – your exit from your company. With our perspective and the foresight to begin planning for a transaction well in advance of the date you are ready to exit, you will create the opportunity to achieve maximum value for your single largest asset – your company.

Finally, we create an actionable plan for building the value of your company. Everyone knows that the best way to achieve a goal is to develop an actionable plan and follow specific steps to get there. For most business owners, one of their greatest goals is to exit their company after a successful career. However, in our experience, we have never seen a written, actionable exit plan. We can help you to build a personal exit strategy, complete with tactics and initiatives to boost the value of your company in order to meet your personal, financial and business goals. We’ll formulate financial benchmarks and keep you on the cutting edge of the mergers and acquisitions market for your industry so that you can determine when the time is right to exit and you can act quickly on your window of opportunity. And until the time is right, we will continue to evaluate your company’s valuation and marketability on a regular basis and counsel you on the best ways to drive your business to meet your goals.


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