In her quest to help CCA clients grow and thrive, one of the most important skills that Heather Brake relies on is listening. “I listen closely to each client’s objectives and work hard to develop solutions that meet those objectives,” she says. Her methodical approach, attention to detail, and candor enable Heather to succeed in this important endeavor.
Since joining CCA in 2010, Heather has provided corporate advisory services to countless middle market companies across a wide range of industries in the mid-Atlantic region. She 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.
CCA clients know they can rely on Heather for strategies that will help them build and enhance their value and transition the business to a new owner or the next generation when the time is right. She is especially adept at developing business valuations for both strategic and fair market value engagements, creating growth initiatives and roadmaps, conducting strategic assessments, improving profitability, and guiding succession planning. Heather holds a B.S. in business management from Bucknell University and a MBA with a concentration in finance from Loyola University Maryland, and is pursuing the American Society of Appraisers designation in Business Valuation.
On the personal side…
Heather loves to experience different cultures and ways of life, so her travels tend to take her far and wide. Her favorite destinations so far include Thailand, Cambodia, and Greece, the latter being where she honeymooned.
Ready to Talk?
Related Insights
Macroeconomics Quarterly Update
CCA tracks the following 14 economic datapoints, which are some of the common indicators used to monitor the status of the macro economy. A few key takeaways that CCA is monitoring this winter are: The Fed Remains Committed to Keeping Interest Rates Steady to Improve...
Avoid These 12 Common Mistakes When Selling Your Business
This article was originally published on August 12, 2023 on the I-95 Business website. Selling your business is one of the most significant decisions of your life, but there are pitfalls that can jeopardize the outcome. It pays to avoid common mistakes that other...
Mister, Burton & Associates, LLC Acquired by RS&F
Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD – January 22, 2023 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to Mister, Burton & Associates, LLC (“MBA”), a full...
End of Year Update 2023
CCA had a robust performance in 2023, providing successful guidance to eight clients on liquidity events. Despite facing challenges and rumors of a recession, we are optimistic about achieving much success in 2024. In the video below, CCA Managing Partner, Charlie...