ClearPath Business Advisors

ClearPath Business Advisors Our team of seasoned, multi-disciplinary executives (CFO, COO, VP Sales, coupled with accounting, leg

Our values deliver on our mission: Building Sellable Businesses through trusted relationships, not transactions.
• Integration: always operate with integrity, trust and transparency.
• Convergence: operate at the center of our talents, passion and purpose, allowing us to give our best.
• Service: to our clients and others in need.

10/30/2025
10/23/2025

When a company expresses interest in acquiring or partnering with you, the first question you should be able to answer confidently is...
"What am I worth?"

Without a clear understanding of your financial and cultural value, you risk being undervalued or making decisions based on emotion rather than data.

What can you do as an owner?
◾ Know your numbers
◾ Know what makes you stand out
◾ Know your leverage

Whether you're entertaining offers or just building for the future being prepared means being empowered. For more information reach out to us at [email protected] or visit our website at www.clearpathba.com

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Thinking about transitioning your business—even if it's years away?You might want to start with a business assessment.Cl...
10/21/2025

Thinking about transitioning your business—even if it's years away?
You might want to start with a business assessment.

ClearPath Business Advisors makes a compelling case for why every business owner should understand their company’s value before they’re ready to sell. It’s not just about preparing for a transaction—it’s about gaining clarity, identifying growth opportunities, and making smarter decisions today.

✅ Learn how a salability assessment can uncover hidden value drivers
✅ Benchmark your business against industry peers
✅ Build a roadmap for long-term success

📄 Read the full article: https://lnkd.in/g_jxKW79

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Want your new hires to succeed? Don’t leave their first 90 days to chance.Last week, we talked about the power of settin...
10/09/2025

Want your new hires to succeed? Don’t leave their first 90 days to chance.

Last week, we talked about the power of setting clear goals.

This week, let’s talk about applying that to new hires—because the first few months are critical.

👉 Nearly 30% of new employees leave a job within the first 90 days.
In most cases, it’s not about skill—it’s about misaligned expectations and a lack of clarity.

At ClearPath, we support our clients in setting 30-60-90 day goals for new hires to ensure:

🔹 Expectations are aligned early
🔹 New employees have a clear roadmap
🔹 Managers can spot issues (or wins) quickly
🔹 Momentum and confidence are built from day one

Too often, companies invest heavily in recruiting—but skip structured onboarding. And then wonder why performance lags or retention dips.

If your team is growing this year, ask yourself:
Do our new hires know what success looks like in week 1? Month 6? Month 9?

If not, it’s time for a better plan. We’d love to help.

We’re live! ClearPath Business Advisors is thrilled to present the Healthy Sellable Business Podcast. In our first episo...
09/30/2025

We’re live! ClearPath Business Advisors is thrilled to present the Healthy Sellable Business Podcast.

In our first episode, partners Kristianna Adkins and Patrick Wilkie sit down with guest (and founder) Chris Crawford to unpack the #1 mistake business owners make—waiting too long to prepare for an exit. Chris shares how he built a sellable business, and the team discusses why early planning is critical to maximizing value.

Whether you're a founder, entrepreneur, or small business owner, this episode is packed with insights on building a sellable business, maximizing value, and planning ahead.

Listen now and start your journey toward a smarter exit strategy.
Spotify: https://lnkd.in/gyK25zV8
Youtube: https://lnkd.in/gibt3KnN

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09/25/2025

We’ve been working behind the scenes on a new podcast that dives into what it takes to build a healthy, sellable business—and we can’t wait to share it with you.

💬 Real stories. Expert insights. Actionable strategies.
Stay tuned for the official launch next Tuesday!

A sales team is crucial to a company’s success. In today’s competitive market, the effectiveness of your sales team can ...
06/26/2025

A sales team is crucial to a company’s success. In today’s competitive market, the effectiveness of your sales team can significantly impact your organization’s performance. Whether you’re selling products or services, the competence of your sales team is integral to achieving your company’s goals. It’s not merely about filling a role—it’s about ensuring you have the right person in the right seat.

Read more about "The Costly Reality of Ineffective Sales Teams"

https://clearpathba.com/the-costly-reality-of-ineffective-sales-teams/

06/24/2025

If your business depends heavily on you, it could be seen as risky by buyers, investors, and lenders.

A valuation can reveal more than just what your business is worth—it uncovers key risk areas that may be holding you back, such as:
🔹 Owner Dependence – Can the business run without you?
🔹 Knowledge Concentration – Are vital processes or relationships documented, or stuck in one person’s head?
🔹 Scalability & Succession – Is there room to grow and a plan for who’s next?
🔹 Industry & Market Risks – External threats that could impact long-term success.

Utilizing a valuation is a smart, strategic move—it gives you a clear roadmap to identify and reduce risk, increase value, and make stronger decisions for years to come.
Reach out to our team today at [email protected], for more information.

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06/18/2025

Struggling to hit business goals—even with a busy team?

The issue might not be effort. It might be a lack of clear, aligned goals.

Without strong goal-setting practices, CEOs often notice:

❗ Teams focused on the wrong priorities
❗ Little accountability across departments
❗ Initiatives that start strong but lose momentum
❗ Managers unsure how to track meaningful progress

What works instead:

✔️ Tying individual goals to business objectives
✔️ Assigning clear ownership and timelines
✔️ Encouraging employees to set their own goals within a clear framework
✔️ Creating visibility across teams
✔️ Building in regular checkpoints—not just annual reviews

Employees with clearly defined goals are 3.6x more likely to stay committed to their organization.
Managers and leadership teams play a key role—they can support employees by encouraging goal settings, reinforcing priorities, and offering consistent feedback.

Not sure where to begin? Our People Strategy team can partner with your managers to build a clear plan that helps employees achieve both business goals and personal development.

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Address

6701 Koll Center Parkway, Suite 410
Pleasanton, CA
94566

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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