Consulting
Build Value. Then Capture It.
Our consulting practice helps business owners strengthen operations, eliminate risk factors, and position their companies for premium valuations — whether you're planning an exit or simply want to run a better business.
Visit CBH ConsultingMaximize Value Before You Go to Market
Exit Planning & Pre-Sale Advisory
Most business owners leave significant value on the table by going to market too early. Our exit planning practice identifies gaps, builds value, and positions your company for maximum multiples — typically over a 12–36 month horizon.
- Comprehensive value driver assessment and gap analysis
- EBITDA normalization and financial statement clean-up
- Customer and revenue concentration mitigation strategies
- Management team strengthening and succession planning
- Key person dependency reduction
- Operational documentation and process formalization
Strengthen the Engine That Drives Value
Business Operations Consulting
Operational efficiency directly impacts valuation multiples. We work alongside ownership to improve margins, streamline processes, and build the kind of infrastructure buyers pay premiums for.
- Operational efficiency and margin improvement initiatives
- Revenue growth strategy and market expansion planning
- Financial reporting and KPI dashboard implementation
- Technology systems assessment and optimization
- Workforce planning and organizational design
- Vendor and supply chain rationalization
Modernize Operations Without a Full Engagement
AI, Automation & Workflow Optimization
Not every company needs a comprehensive consulting engagement. For owners looking to gain immediate operational leverage, we design and implement targeted AI solutions, workflow automations, and process optimizations that reduce costs, improve efficiency, and drive measurable improvements to net profitability — directly impacting EBITDA and exit valuation.
Learn More About AI & Automation →- AI-powered process automation to eliminate manual bottlenecks
- Workflow design and integration across existing technology platforms
- Intelligent reporting and decision-support systems
- Cost reduction through operational streamlining and automation
- Revenue cycle and billing process optimization
- Scalable systems that increase enterprise value and buyer attractiveness
The CBH Advantage
Consulting + M&A Advisory — One Integrated Platform
Most consulting firms hand you a report and walk away. We stay with you through execution — and when you're ready to transact, our M&A advisory team already knows your business inside and out. This continuity eliminates the friction, duplication, and lost context that comes with switching advisors.
Phase 1
Assess & Plan
Phase 2
Build & Optimize
Phase 3
Transact & Exit
Common Questions
Frequently Asked Questions
How does consulting relate to your M&A advisory services?
Our consulting practice is designed to complement our M&A work. Many clients engage us for consulting first — to build value and prepare their business — then transition to a full M&A engagement when they're ready to sell. This integrated approach consistently delivers higher transaction values.
How long does an exit planning engagement typically last?
Most exit planning engagements span 12–36 months, depending on the complexity of the business and the gaps identified. Some owners engage us years before they plan to sell to maximize their runway for value creation.
Can I engage CBH for consulting without planning to sell?
Absolutely. Many of our consulting clients are focused purely on operational improvement and growth — with no near-term exit in mind. Our AI and automation services, for example, deliver immediate ROI through cost reduction and efficiency gains. The disciplines we bring (financial clarity, operational efficiency, risk mitigation) create value regardless of your timeline.
What size companies do you work with for consulting?
We typically work with privately held companies generating $1M–$50M in annual revenue. Our sweet spot is businesses with $500K–$5M in EBITDA that want to professionalize operations and accelerate growth.
Ready to Build Value?
Whether you're planning an exit or strengthening operations, every conversation begins in confidence.