ClearPath Business Advisors

ClearPath Business Advisors

Business Consulting and Services

Pleasanton, California 877 followers

Our seasoned, multidisciplinary executives help you build a healthy, sellable business, whether you plan to sell or not.

About us

ClearPath Business Advisors is multi-faceted, high-end consulting & advisory firm delivering on our perspective that business owners should build a healthy, sellable business whether they plan to sell or not. And everything that builds a sellable business, creates a stronger business and a more balanced life for its leaders and teams. We are a team of seasoned, multidisciplinary business executives with finance, accounting, operations, sales, people strategy, hiring, and legal expertise. We strive to become a part of our client’s teams, working closely, and alongside business owners and their management teams. We are also a firm with a heart, guided by our core values in creating high value for our clients while delivering on our promise of being a different type of consulting and advisory firm. Ultimately, we just want to work with good people who could use our help, and have fun doing it.

Website
http://www.clearpathba.com
Industry
Business Consulting and Services
Company size
2-10 employees
Headquarters
Pleasanton, California
Type
Privately Held
Founded
2000
Specialties
M&A, Strategy, Financial and Operational Consulting, Marketing, Value Realization Program (VRP℠), Strategic planning, Sales and Operations Planning, Cash Flow Forecasting, Bank Packages, valuation reporting, talent optimization , recruiting , people strategy, debt management, hiring, valuations, salability assessments, ESOPs, popeye plan, CFO services, I/O Psychology, Business consulting, consulting, team dynamics, Predictive Index, Organizational Effectiveness, bank packages, and debt advisory

Locations

  • Primary

    6701 Koll Center Pkwy

    410

    Pleasanton, California 94566, US

    Get directions

Employees at ClearPath Business Advisors

Updates

  • Did You Know? Over 90% of Fortune 500 companies conduct exit interviews, but only about 40% consider the process effective. Offboarding should be considered just as important as onboarding. Exit interviews provide a unique opportunity to gather honest feedback that can drive meaningful improvements—but only if they’re designed to generate actionable insights. Too often, feedback is collected but not analyzed or used for positive change. Here’s how to make exit interviews impactful: ✅ Time It Right: Decide whether to conduct the interview before or after the employee’s departure based on what works best for your organization. ✅ Use a Neutral Interviewer: Avoid having the employee's direct manager conduct the interview. Use a trusted third party in the organization to help reduce bias and encourage transparency. ✅ Create a Safe Space: Set a judgment-free tone, ensuring feedback remains confidential and won’t affect future references. ✅ Be Consistent: Follow a structured process with questions focusing on the employee experience and areas for organizational improvement. ✅ Analyze and Act: Look for trends in feedback and use them to address issues like leadership, development opportunities, or culture. Exit interviews shouldn’t be just a routine process. When done right, they provide critical insights that help strengthen your organization and retain top talent. Have questions about how to design or implement a structured exit interview process? Let’s connect! #PeopleStrategy #ExitInterviews #Retention

  • As we look ahead to 2025, now is the perfect time to establish a solid plan for the future of your business. Whether you're aiming for growth, preparing for an exit, or enhancing your operations, having a clear strategy is key to achieving your goals.   A business valuation is one of the most powerful tools to diagnose where to begin. By assessing your company's financial health, leadership structure, market position, and more, a valuation gives you a clear picture of what’s working and where improvements are needed.   At ClearPath Business Advisors, we help business owners use valuations to pinpoint areas for improvement and create actionable plans for success. From identifying operational efficiencies to filling leadership gaps, we ensure you’re focusing on the right priorities to set yourself up for a prosperous 2025.   Start the year strong—reach out to ClearPath today to see how we can help you build a solid foundation for your business’s future. Email us at info@clearpathba.com #ClearPathBusinessAdvisors #StrategicPlanning #Leadership  

  • By 2025, Gen Z will make up 27% of the global workforce, and by 2035, they’ll be the largest generation in the workforce. Attracting and retaining this emerging talent is no longer optional—it’s a business imperative. Here’s how to stay ahead and become an employer of choice for Gen Z: 1️⃣ Show Them a Future, Not Just a Job: Gen Z craves growth and development. A strong focus on career progression will attract ambitious talent ready to make an impact. 2️⃣ Embrace Technology in Recruiting: Gen Z lives online. Use AI, social platforms, and creative digital recruiting to connect with them in ways that resonate. 3️⃣ Flexibility Isn’t a Perk—It’s Expected: With 72% of Gen Z willing to leave a job for lack of flexibility, remote and hybrid options are critical to stay competitive. 4️⃣ Walk the Talk on DEI: Gen Z values diversity, equity, and inclusion. 74% want to work for companies that prioritize DEI—make it a core part of your culture, not just a checkbox. 5️⃣ Offer Benefits That Truly Matter: Beyond a paycheck, Gen Z is drawn to healthcare, retirement plans, and meaningful perks. These benefits set you apart in a crowded market. Why does this matter? The companies that adapt to will attract and retain the best of this next generation, ensuring long-term success in a rapidly changing workforce. Ready to refine your business strategies to attract the new generation of talent? Let’s talk! Drop your thoughts below or connect with our people strategy team Ashlynn Harrison-Garcia, M.S., and Chia Wang, M.S., to get started! #GenZWorkforce #HiringStrategies #FutureOfWork #LeadershipInnovation #ClearPathBusinessAdvisors

  • As a business owner, the decision to sell can be a deeply emotional one. You've built something from the ground up, and the thought of handing it over can bring up feelings of attachment and concern about preserving your legacy and vision.   At ClearPath Business Advisors, we understand how important it is to maintain the core values and vision of your company, even when you’re ready to move on. That’s why we work closely with business owners to explore a range of exit strategies—whether it’s a strategic sale, ESOP, succession planning, or even scaling for continued growth. We’ve helped many owners find solutions that align with their values, ensuring their legacy is respected and that the next chapter is just as successful.   Having a trusted advisor by your side who understands your goals and works in YOUR best interest is key during this emotional process. We take pride in our many successful transitions and the satisfaction of our clients, knowing they made the right decision with the right support.   If you’re considering your next step, let ClearPath Business Advisors be your guide. Together, we’ll find the exit strategy that works best for you, your business, and your legacy. #ExitStrategy #SuccessionPlanning #ClearPathBusinessAdvisors 

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  • Did you know personality testing is now a $2 billion industry, as highlighted in a recent New York Times article? But here’s the catch: not all assessments are created equal. While there are good personality assessments out there, many businesses struggle to find the ones that go beyond conversation starters to deliver actionable insights.   While popular assessments like Myers-Briggs or Color Code are fun, they—and most personality tests—often fall short of accurately measuring traits that actually predict performance or guide critical business decisions. The risks? 🚩 Costly hiring mistakes and wasted resources 🚩 Legal vulnerabilities that could derail diversity initiatives 🚩 Overlooking high-potential candidates who could transform your team   We believe in using science-backed tools to solve real business challenges. Our People Strategy and Hiring team is certified in validated personality assessments, that help organizations identify the right talent, improve team alignment, and boost retention—whether you're operating in-person, remote, or hybrid.   Ready to move beyond buzzwords and into meaningful results? Let’s connect. #PeopleStrategy #Hiring #Teamwork

  • Happy Thanksgiving from all of us at ClearPath Business Advisors! 🦃🍁 We’re grateful for the trust our clients place in us, the partnerships we’ve built, and the opportunity to help businesses thrive and achieve their goals. This season reminds us of the value of planning and working together toward success—whether it’s in business or at the dinner table. Here’s to celebrating progress, creating memories, and giving thanks for every step forward. Wishing you and your families a joyful and prosperous Thanksgiving! #Thanksgiving #BusinessGrowth #ClearPathBusinessAdvisors

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  • Did you know that 83% of employees say recognition boosts their motivation, yet over 60% feel undervalued? Recognition isn’t just a nice-to-have—it’s a game-changer for morale, engagement, and performance. As the year comes to a close and the holiday season approaches, let's reflect on our teams. Are we showing enough gratitude for their hard work? Even small gestures of recognition can create lasting change—not just during the holidays but throughout the year. In her article below, Our People Strategy and Hiring Consultant, Ashlynn Harrison-Garcia, M.S., explores practical ways to harness positive feedback to reduce burnout, improve retention, and keep teams performing at their best. How does your team foster a culture of appreciation and recognition? 🗣️ Share your strategies, experiences, and tips in the comments below! Looking ahead to 2025, if you’re ready to build a stronger, more motivated team, we’re here to help with engagement, hiring strategies, leadership development, and more.  #Thanksgiving #employeeengagement #recognition

    A Little Praise Makes A Big Impact: Hacking Performance By Harnessing Positive Feedback

    A Little Praise Makes A Big Impact: Hacking Performance By Harnessing Positive Feedback

    Ashlynn Harrison-Garcia, M.S. on LinkedIn

  • As we approach 2025, is your business ready for the upcoming changes in California employment laws? Here’s what you need to know: ✅ Minimum Wage Increase: Starting January 1, 2025, the statewide minimum wage will rise to $16.50/hour, boosting pay for employees across all industries. ✅ Paid Family Leave Expansion: Eligible employees will gain access to extended paid family leave benefits, reinforcing the importance of work-life balance and family support. ✅ Expanded Sick Leave: Employees can use sick leave to seek legal relief or support family members impacted by certain violent incidents or threats. ✅ Driver’s License Restrictions: Employers can no longer require a driver’s license for jobs unless driving is an essential function of the role. Failure to comply with these updates could result in fines from $50 to $4,000 depending on the violation, legal risks, and setbacks for your business. Are you ready for these changes? What’s your biggest concern for 2025? Share your thoughts below or reach out—we’d love to help you prepare for what’s ahead! Reach out to our team at info@clearpathba.com #HR #Compliance #PeopleStrategy

  • As a business owner, you may have a general idea of what your business is worth—but when it's time to sell, many are surprised by the complexities of company valuation. From market conditions to financial structures, multiple factors impact your business's value, and without a solid understanding, it can lead to costly missteps.   At ClearPath Business Advisors, we help business owners navigate these complexities by offering a comprehensive valuation process. Our team ensures that you have a clear picture of your company's worth, helping to avoid any surprises when you're ready to sell. Whether you're aiming for an exit, succession, or scaling up, we provide the insights and strategies you need to make informed decisions.   Don’t leave your business’s value to chance—let us guide you toward a profitable future. Reach out to ClearPath today to learn how we can help prepare you for a smooth and successful transition. Email us today at info@clearpathba.com #BusinessValuation #ExitStrategy #ClearPathBusinessAdvisors #SuccessionPlanning

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  • As we close out the year and head into one of the busiest hiring seasons, there’s no better time for business leaders to align with 2025 hiring trends to attract top talent and stay ahead in a competitive market. Here’s what’s on the horizon for 2025 hiring trends: ✅ Skill-Based Hiring will be crucial for identifying high performers by focusing on what candidates can do over traditional qualifications. ✅ Growth Opportunities, Benefits, and Flexibility are essential to draw in the new generation of talent seeking more than just a paycheck. ✅ DEI and Cultural Fit are more important than ever, as diverse, values-aligned teams drive stronger results and engagement. ✅ Salary Transparency and Clear Expectations will be critical for attracting candidates who value openness and long-term retention. If you're interested in refining your hiring process for the year ahead, our People Strategy and Hiring team at ClearPath Business Advisors can provide support tailored to your needs. Reach out to us at info@clearpathba.com to get started. #recruiting #hiring #skillsbasedhiring

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