Financial Advisory Sevices

CCS helps you – executive, entrepreneur, owner-shareholder – examine and define the opportunities and challenges faced by you and your business. We then guide you through an array of capital ideas so that you may optimize your commercial and personal values.

We appreciate that your business is not only one of your biggest investments, but also one of the most complicated; having to manage, execute, and depend upon it for a large part of your and your family’s financial well-being.

CCS, with more than three decades of commercial and corporate experience working with entrepreneurs, business executives and those close to them across many industries, well knows that nearly every street-wise, independent and talented business owner has asked him/herself:

  • What is my business worth and when and how often should it be valued?
  • How do I manage my business so that it does all that I want it to do today and in the future?
  • What role does my business play within my overall life goals?
  • How do I transition my business in a manner and at the price that best suits what I want to accomplish?
  • How do I make all my ideas and concerns come together and who can help me accomplish all this?

CCS can assist you and your trusted advisors research and strategize to find the alternatives and solutions to address all of your critical questions. Regardless of the stage of your business’ life-cycle, we can help you think-through and execute on your plans with the knowledge, skills and capabilities of a 100 year old, NYSE company that, like yours, is dedicated to serving its stakeholders first, last and always.

Business Succession

Business Owner Strategies to Optimize Your Business