Corporate Advisory Services that Turn Goals into Reality
Our Approach to Delivering Corporate Advisory Services that Get Results
We start by assessing the value and marketability of your business—arriving at an objective business valuation that serves as the essential foundation for determining how to enhance that value through strategic initiatives.
Then we use our proprietary framework to evaluate and arrive at the optimal strategic alternatives to help you achieve your goals. If a business succession or exit is in your plans, our team will help you explore the best options to set you on the right path and ensure a smooth transition—so the business is ready when you are.
Your CCA Corporate Advisory engagement is tailored to the specific needs of your business and its lifecycle stage, drawing from our comprehensive suite of advisory services.
- Value & Marketability Assessment
- Ownership Continuity Assessment & Planning
- Transaction Readiness Assessment & Preparation
Financial Planning & Analysis
- Business Planning & Budgeting
- Financial Modeling & Forecasting
- Performance Measuring & Reporting
- Data Analytics & Insights
- M&A Advisory & Transaction Support
- Capital Structuring & Optimization
- Management Buyout
- Internal Transactions
Value Creation Strategy
- Strategic Planning
- Advisory Boards
- Value/Equity Sharing Plans
- Corporate Planning
- Buy/Sell Agreements & Shareholder Matters
- Financial Reporting
- Tax Planning
Representative Transactions for Corporate Advisory
Meet the Team
Charlie leads the CCA teams dedicated in assisting businesses enhance shareholder value and position themselves to sell to a strategic buyer, recapitalize with a private equity investor transition through an internal transaction.
CCA clients appreciate that Marty has walked a mile in their shoes, having spent 30 years as a business leader in companies of various industries and sizes before joining CCA as an advisor to middle market businesses.
In leading corporate advisory engagements for our clients, Mike draws on his extensive experience and track record of serving middle-market and privately-held businesses. Mike Zuidema takes an approach that’s proven to achieve results.
Heather specializes in developing complex financial models that help business owners see how changes in different variables can impact their company finances over time, which is critical to making the most informed decisions.
Meghan assists on the development of business valuations and strategic assessments, helping clients create and enhance business value, and developing ownership opportunity plans. Learn more about her experience:
Frank supports the CCA corporate advisory team in developing business valuations and conducting strategic assessments that help companies determine how to get where they want to go.