The Clear Vision Advisors support your Team, Technology and Market Opportunity.  

Our financial experts provide strategic financial guidance and oversight to small and medium-sized businesses on a part-time or as-needed basis. Our team members offer their expertise as a cost-effective alternative to hiring a full-time CFO, COO or CEO with full benefits.

Clear Vision Advisor’s team enables Early Stage & Emerging Growth Companies to resolve their most complex financial challenges.
We help you overcome your banking, fund raising, restructuring, & operational roadblocks. Bringing over 30 years of industry
experience to cost effectively implement solutions so you can focus on building your business.

Strategic Services targeted at Stakeholders, Executive Management and Boards of Directors

• vCFO & vCSO – Financial & Business Strategy, Reporting & Analysis, Compliance & Controls, Cash & Capital Analysis, Restructuring Support
• Banking Relationships – introductions & establishment of transactional accounts, domestic and international
• Equity & Debt Financings – introductions to VC, PE, Banks & non-banks, banking packages, deck building, story telling, financial presentations
• Treasury Support / Banking KPI – Coverage analysis, bank health benchmarking, cash strategy
• MTL Support – FinCEN, NMLS, AML/KYC/BSA program development, Personal Financial Statements, Process & Application support
• Advisory – working closely with early-stage founding teams to implement strategy, build teams, focus effort and execute funding approaches
• Market Focus – SaaS / FinTech / Banking / Crypto / Blockchain / Tech / Manufacturing, Distribution & Retail / Healthcare / Semiconductors

Advisory – working closely with early-stage founding teams to implement strategy, build teams, focus effort and execute funding approaches

• Market Focus – SaaS / FinTech / Banking / Crypto / Blockchain / Tech / Manufacturing, Distribution & Retail / Healthcare / Semiconductors