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Transaction Planning

CBM understands that businesses and individuals face a variety of financial decisions, some of which may be modest and others more significant in nature.

Let CBM help with the planning process for a variety of major transactions such as a merger or acquisition, a liquidity event, the development of a new business or planning for the repayment of debt.


Our professionals have assisted clients in a variety of professional and personal situations including:


Our professionals take into account not only the most immediate financial aspects of your situation but other business considerations such as regulations and management controls within an organization.