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Corporate Advisory Services that Turn Goals into Reality

Whatever your business objectives, the experienced CCA Corporate Advisory team can help you achieve them.

Our Approach to Delivering Corporate Advisory Services that Get Results

The CCA Corporate Advisory team takes a holistic approach that’s proven to help businesses create sustainable value through the right combination of strategy and execution. Our process is rooted in a structured, proprietary, data-based approach that leverages the most robust analytical tools and methodologies.

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.

Strategic Assessments

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

Transaction Advisory

M&A Advisory & Transaction Support
Capital Structuring & Optimization
Management Buyout
Internal Transactions

Value Creation Strategy

Strategic Planning
Advisory Boards
Value/Equity Sharing Plans

Business Valuations

Corporate Planning
Buy/Sell Agreements & Shareholder Matters
Financial Reporting
Tax Planning

Representative Transactions for Corporate Advisory

Michael Zuidema discusses corporate advisory with a CCA team member.

Using Valuation to Drive Strategic Decision Making

A clear understanding of your current business value enables us to take the next, critical step: Reviewing the factors that are driving or detracting from your value and developing effective strategies for maximizing that value through organic growth or acquisition opportunities. And if your goal is to improve liquidity, an understanding of your valuation is crucial as we consider the feasibility of options like mergers, acquisitions, divestitures, ESOPs, management buy-outs, and recapitalizations.

Find Out How Our Holistic Approach Can Help You Create Greater Value

Frequently Asked Questions

Business owners face important financial and strategic decisions throughout the life of a company. The questions below reflect CCA’s experience helping owners assess value, evaluate options, and plan for long-term success.

How do I determine the value of my business?

Business value is determined through a combination of financial performance, market conditions, and industry comparables. CCA helps owners understand the true worth of their business using professional valuation methods, including normalized financial analysis and market-based benchmarks.

What does it mean to be “Ready” at every stage of the business life cycle?

Readiness is the strategy of operating your business as a well-structured asset at all times. This ensures that whether you are scaling or transitioning, you have complete control over your destiny.

What exit strategies are available for business owners?

Exit strategies include selling to a strategic buyer, private equity, family succession, management buyouts, or partial divestitures. CCA helps owners evaluate these options in the context of value, timing, control, and long-term personal and financial goals.

How can I increase the value of my business before selling?

Increasing business value can involve improving profitability, strengthening operations, diversifying revenue streams, and optimizing key metrics. CCA advises on targeted strategies to enhance business attractiveness to buyers. These efforts often take time to show results, which is why early planning can significantly improve outcomes.

How should I prepare my business for a sale or acquisition?

Preparation includes organizing financials, documenting operations, identifying growth opportunities, and addressing legal or tax considerations. CCA provides a roadmap to make your business ready for a successful transaction.

When does a growing company require senior-level financial leadership?

As complexity increases, owners need a data-driven strategy to navigate the path forward. At CCA, we provide fractional CFO leadership to transform your data into a strategic asset and deliver financial credibility and buyer confidence.

What are the benefits of equity compensation plans for my company?

Equity compensation plans can help attract and retain top talent, align employee interests with company growth, and provide financial incentives that drive performance.

What is estate and gift planning for business owners?

Estate and gift planning ensures business assets are transferred efficiently, minimizes taxes, and supports long-term family or succession goals. CCA can coordinate planning with your financial and legal advisors.

Which KPIs should I track to measure business performance?

Key performance indicators vary by industry but often include revenue growth, profit margins, cash flow, customer acquisition costs, and employee productivity. Tracking KPIs helps guide strategic decisions and increases business value. Consistently tracking the right KPIs improves accountability and strengthens decision-making over time.

How can I make better financial and strategic decisions for my business?

Using accurate financial data, benchmarking against industry standards, and seeking advisory guidance can improve decision-making. CCA provides insights and analysis to support informed business strategies.

What steps are involved in making a business acquisition?

Acquisitions typically include target identification, valuation, due diligence, deal structuring, negotiations, and post-acquisition integration. CCA assists throughout the process to help ensure a successful transaction.

How can CCA support my CFO or Controller function?

CCA can supplement your financial leadership by providing expertise in reporting, strategic planning, transaction support, and operational improvements, without the cost of a full-time executive.

What does selling a business to private equity look like?

Selling to private equity typically involves valuation, negotiations, due diligence, and structuring an investment deal. CCA helps business owners navigate the process and achieve favorable outcomes.

What ownership alternatives are available for business owners?

Ownership alternatives include selling to a strategic buyer, transferring to family or employees, recapitalization, or staying invested while bringing in outside partners. CCA helps evaluate the best option based on your goals.

Meet the Team

Martin O'Neill

Managing Director

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.

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Charlie Maskell

Managing Partner

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.

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Michael Zuidema

Managing Director

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.

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Christopher Oven

Managing Director

Chris Oven brings three decades of expertise in investments, commercial banking, and advisory, helping business owners navigate complex financial decisions, with a focus on business valuation and strategic growth.

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Heather Brake

Director

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.

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Dave Morrison

Director

Dave Morrison serves as a strategic advisor to middle-market business owners, helping them build sustainable value, strengthen financial operations, and strategically prepare for long-term success.

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Meghan Smith

Vice President

Meghan focuses much of her time assisting on the development of business valuations and strategic assessments, helping clients create and enhance business value, and developing ownership opportunity plans.

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Mitchell Gallo

Sr. Analyst

Mitchell contributes to our corporate advisory team by conducting financial analyses and supporting business valuations. His work helps guide clients in making informed decisions to achieve their strategic objectives.

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Harrison Trainor

Valuation Analyst

Harrison supports our corporate advisory team by conducting valuation analyses and building financial models that inform decision-making. His data-driven approach helps clients understand business value and explore growth opportunities.

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Corporate Advisory Services that Turn Goals into Reality

Our Approach to Delivering Corporate Advisory Services that Get Results

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.

Strategic Assessments

Financial Planning & Analysis

Transaction Advisory

Value Creation Strategy

Business Valuations

Representative Transactions for Corporate Advisory

Using Valuation to Drive Strategic Decision Making

Frequently Asked Questions

How do I determine the value of my business?

What does it mean to be “Ready” at every stage of the business life cycle?

What exit strategies are available for business owners?

How can I increase the value of my business before selling?

How should I prepare my business for a sale or acquisition?

When does a growing company require senior-level financial leadership?

What are the benefits of equity compensation plans for my company?

What is estate and gift planning for business owners?

Which KPIs should I track to measure business performance?

How can I make better financial and strategic decisions for my business?

What steps are involved in making a business acquisition?

How can CCA support my CFO or Controller function?

What does selling a business to private equity look like?

What ownership alternatives are available for business owners?

Meet the Team

Martin O'Neill

Managing Director

Charlie Maskell

Managing Partner

Michael Zuidema

Managing Director

Christopher Oven

Managing Director

Heather Brake

Director

Dave Morrison

Director

Meghan Smith

Vice President

Mitchell Gallo

Sr. Analyst

Harrison Trainor

Valuation Analyst

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