Private Companies

While we provide a full suite of service offerings to our private company clients, we understand the unique needs of privately-owned businesses and their owners.  We are most frequently called upon in the following situations:

M&A and Corporate Finance

Private company M&A is core to our business. We have the knowledge and expertise to support you in a wide range of capacities: acting as independent advisors, functioning as your corporate development team, advising on acquisition strategy, sale transactions and critical financing transactions.


Have Clearview give an objective overview of what your company needs to take it to the next level. Our unique approach and industry perspectives allow for a transparent evaluation of your business, strengths, weaknesses, and, most importantly, potential.

Interim Management (CFO, FP&A, Investor Relations)

We support private companies with experienced interim management support in finance, planning and investor relations. The former executives in our network have relevant industry experience, and they’re open to transitional or less-than-full-time roles.

Advisory Board and Governance

We help establish and participate in the governance journey for private companies. Catalysts for these changes often come when preparing for sale or transition of ownership or management responsibilities from founder to professionals. Our experience is that even the best companies benefit from outside perspectives on strategic matters.

Succession planning

58% of small business owners do not have a defined succession plan. Creating a succession plan provides peace of mind to business owners and employees, helping establish continuity in strategic goals. Clearview has a tried-and-tested approach to succession planning that is sure to leave our clients satisfied.

We’re passionate about helping business owners in the areas of strategy and corporate finance.


We’d love to discuss your priorities and see where we can help.