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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.

Let CBM help you make the best financial choices.