ClearPoint delivers hands-on financial leadership with the speed, focus, and execution you need to navigate critical business moments. We embed with your team to build processes, prepare for transactions, and drive measurable results—not just recommendations.
See Our ServicesTraditional consulting delivers insights. We deliver outcomes.
Four focused services. Measurable outcomes. Fixed timelines.
For Founders Preparing for Sale
Transform your finance function into a strategic asset that commands premium valuation.
For Companies Under LOI
Navigate buy-side diligence without valuation erosion or deal delays.
For New Portfolio Companies
Execute your value creation thesis from day one with quick wins and sustainable infrastructure.
For Growing Companies
Strategic CFO-level leadership and infrastructure without the full-time commitment.
We partner with leaders navigating the most critical moments in their company's lifecycle
Portfolio company support for exits, diligence, and value creation initiatives—delivering institutional-quality work at middle-market scale.
Exit preparation and transaction support to maximize valuation and navigate diligence with confidence during the most important deal of your career.
Strategic finance partnership to build infrastructure, prepare for fundraising, and provide on-demand expertise during critical growth phases.
Schedule a no-obligation call to discuss how we can help you navigate your most critical financial moments.
Schedule a Strategy Call