About Us
Our Vision
At Cresscila, we help small business owners and operators create value. In working with our clients we empower business owners to transform their blind spots – the things they don’t know they don’t know – into opportunities.
Who We Help:
- Businesses at an ‘Inflection Point.’ They are starting to grow and see the asset as something valuable, but want to know how to grow it
- A business considering an opportunity to expand, acquire or get into a new market
- A business that is doing ‘Too well’, and they are asking about what to do with excess cash flow
- A business with an owner that is getting tired or fatigued at the work and considering a sale or transition to a family member
- A business owner that has received an unsolicited offer to sell, but is unsure of the true value of their business
What We Provide:
- An assessment that will help evaluate the business attractiveness and readiness for sale in the open marketplace
- A process to enhance the value of the business over time by removing risks for a potential buyer, while increasing profitability
- A system and process for evaluating and executing an optimal exit, sale, acquisition or transition to maximize value and potential for future success
- Coaching and advice on how to help a successful business owner move onto their ‘Next Act’ with joy, freedom and excitement for the next phase of their life.
Our Founder
Chuck recently retired from over 20 years in the financial services industry, working on an advisory team that managed over $1.2B in assets. During his time in that role, he worked in several areas of the business, including marketing, compliance, and staffing, in addition to performing portfolio management and delivering financial plans. Previously, he held positions in engineering, operations and management in the cellular communications industry. Chuck spent seven years working with the Certified Financial Planner Board of Standards performing curriculum reviews and creating content for the exam, and is also a Certified Exit Planning Advisor. Taking the lessons learned from helping hundreds of families navigate their own retirements, he left the corporate world to pursue a path helping business owners with their own transitions. Chuck has a Bachelor of Science in Engineering from the University of Michigan, and an M.B.A. from the University of Washington. In his spare time, he enjoys golf, making music, and working on cars. He currently teaches in the Business Administration program at Central Oregon Community College, and was also a part time yoga instructor and musician.