Ready to retire? 
Or simply looking for life's next adventure...CB4 can pave your road to success!
Ready to retire? 
Or simply looking for life's next adventure... 
CB4 can pave your road to success!

Who We Are

CB4 is focused on assisting business owners plan and execute their exit strategies.

Our company has relationships with a wide variety of private and institutional investors who are looking for quality investment opportunities. CB4 guides the investment process, allowing business owners who want to retire, the opportunity to do just that. As an entrepreneur, typically by the time you acquire good skills in divestiture you never need the skill again. At CB4, we have honed these skills over many transactions for our clients over many years and can therefore draw on our experience to save you time, money and aggravation. 

Similarly, most entrepreneurs have limited experience with institutional investors. We regularly deal with these investors and as a result are better positioned to know what project fits with which investor.

It is never too early to start planning and implementing your exit strategy. Your company may be an emerging business seeking corporate financing, an established company seeking to expand through merger, acquisition, joint venture/strategic alliance or a mature company looking to divest. 

Clients can rely on CB4 for a full range of services all geared to one process: Grow your business so you can reap the benefits and retire comfortably. 

CB4’s extensive business knowledge and network of financing relationships provide access to many sources of corporate financing – both domestic and international.

Why CB4?

Because after 80 years of collective experience in successfully managing and mentoring businesses we understand exactly what needs to be done in all aspects of business development, acquisitions, and exit strategies. We’ve done it over and over again with predictable results... Success! 
 
We excel at:

Matching business owners who want to sell their businesses with buyers who match perfectly with the seller’s expectations;
 
Making the necessary introductions – ensuring that clients’ proposals are read by the appropriate potential buyers and financiers; 

Serving as a strategic business adviser in preparing a client’s company for that crucial first meeting with potential buyers or investors; 

Assisting clients with managing negotiations – using years of experience to advise clients on the structuring and pricing of any financial agreements between them and the investor. 

Managing the transaction to completion while satisfying both parties.

Who We Are

CB4 is focused on assisting business owners plan and execute their exit strategies.

Our company has relationships with a wide variety of private and institutional investors who are looking for quality investment opportunities. CB4 guides the investment process, allowing business owners who want to retire, the opportunity to do just that. As an entrepreneur, typically by the time you acquire good skills in divestiture you never need the skill again. At CB4, we have honed these skills over many transactions for our clients over many years and can therefore draw on our experience to save you time, money and aggravation. 

Similarly, most entrepreneurs have limited experience with institutional investors. We regularly deal with these investors and as a result are better positioned to know what project fits with which investor.

It is never too early to start planning and implementing your exit strategy. Your company may be an emerging business seeking corporate financing, an established company seeking to expand through merger, acquisition, joint venture/strategic alliance or a mature company looking to divest. 

Clients can rely on CB4 for a full range of services all geared to one process: Grow your business so you can reap the benefits and retire comfortably. 

CB4’s extensive business knowledge and network of financing relationships provide access to many sources of corporate financing – both domestic and international.

Why CB4?

Because after 80 years of collective experience in successfully managing and mentoring businesses we understand exactly what needs to be done in all aspects of business development, acquisitions, and exit strategies. We’ve done it over and over again with predictable results... Success! 
 
We excel at:

Matching business owners who want to sell their businesses with buyers who match perfectly with the seller’s expectations;
 
Making the necessary introductions – ensuring that clients’ proposals are read by the appropriate potential buyers and financiers; 

Serving as a strategic business adviser in preparing a client’s company for that crucial first meeting with potential buyers or investors; 

Assisting clients with managing negotiations – using years of experience to advise clients on the structuring and pricing of any financial agreements between them and the investor. 

Managing the transaction to completion while satisfying both parties

Services

Business Succession
Succession is likely the most neglected aspect of a business’s life cycle. CB4 will provide exit strategies for companies or individuals seeking to divest. CB4 can provide strategies for structuring and financing employee buyouts.
Corporate Finance
By the time an entrepreneur has perfected the art of raising capital it is either not necessary or too late. CB4 will source and assist in the negotiations of financing, whether in the form of equity, debt, venture capital, strategic alliances, or co-investment.

Business Succession

Succession is likely the most neglected aspect of a business’s life cycle. CB4 will provide exit strategies for companies or individuals seeking to divest. CB4 can provide strategies for structuring and financing employee buyouts.

Corporate Finance

By the time an entrepreneur has perfected the art of raising capital it is either not necessary or too late. CB4 will source and assist in the negotiations of financing, whether in the form of equity, debt, venture capital, strategic alliances, or co-investment.
Management Mentoring
Having experience in many diverse situations comes only through many years of trial and error. CB4 will provide "hands on" assistance and advice to clients over a time period sufficient to stimulate valuable "knowledge transfer" that enhances clients' success ratios. 
Business Analysis
An outside objective analysis of your business or an opportunity provides a realistic view of the situation at hand. CB4 partners are seasoned veterans of business evaluation, providing on-site situational analysis of the people, the product/service and the market.

Management Mentoring

Having experience in many diverse situations comes only through many years of trial and error. CB4 will provide "hands on" assistance and advice to clients over a time period sufficient to stimulate valuable "knowledge transfer" that enhances clients' success ratios. 

Business Analysis

An outside objective analysis of your business or an opportunity provides a realistic view of the situation at hand. CB4 partners are seasoned veterans of business evaluation, providing on-site situational analysis of the people, the product/service and the market.
Deal Structuring
Knowing what to review and how to attract investor interest is an acquired skill. CB4 will structure business deals for entrepreneurs and investors seeking to achieve the pinnacle of success, whether the task entails business launch, business growth, corporate recoveries, mergers, acquisitions, or asset disposal.
Completed Deals Sample
• Custom Metal Air Movement Systems Manufacturing Company > $10.0M
• Custom Cheese Production & Distribution Company < $10.0M
• Commercial Electrical Contractor > $10.0M • Custom Aluminum Manufacturer < $5.0M
• Heavy Drilling Equipment Mfg > $15.0M • Business Software Developer < $2.0M
• Publishing Software Developer < $2.0M • Fitness Equipment Distributor < $5.0M

Deal Structuring

Knowing what to review and how to attract investor interest is an acquired skill. CB4 will structure business deals for entrepreneurs and investors seeking to achieve the pinnacle of success, whether the task entails business launch, business growth, corporate recoveries, mergers, acquisitions, or asset disposal.

Completed Deals Sample

•Custom Metal Air Movement Systems Manufacturing Company > $10.0M
• Custom Cheese Production & Distribution Company < $10.0M
• Commercial Electrical Contractor > $10.0M • Custom Aluminum Manufacturer < $5.0M
• Heavy Drilling Equipment Mfg > $15.0M • Business Software Developer < $2.0M
• Publishing Software Developer < $2.0M • Fitness Equipment Distributor < $5.0M

Legacy Strategies

Starting and maintaining a business is tough. It consumes your time, effort and energy. Unfortunately, most entrepreneurs are so focused on staying in business that they forget to ask a simple, vital question: How do I get out? It is never too early to plan your exit strategy and we can help with the structuring and financing of all types of buyouts. In some cases, CB4 may become the direct acquirer of a company.

Please complete the Legacy Strategies© workbook attached and see how prepared you are for the biggest event in your business career. Then, return it to CB4 and we’ll give you our thoughts “FREE OF CHARGE”. You can decide on the next steps.
Download Our Workbook
People
Bob Swain
Bob Swain merged his consulting practice into CB4 in 2002 as one of the founding partners. Bob is a results-oriented senior business executive with more than 35 years of experience in the private sector where he owned and operated his own businesses.

In addition Bob has many years’ experience in the economic/business development arena, including 10 years with the Government of Manitoba as a senior business development specialist.

His strengths are in mentoring, counseling, management, negotiations, and change management. Bob specializes in packaging business requirements to allow the customer to receive a total solution. He brings to CB4 a unique perspective on customizing bundled business solutions

Cam Thompson
Cam Thompson is a Chartered Professional Accountant (CPA, CMA), with over 40 years of experience in all aspects of financial services to small- and medium-sized businesses. He is a founding partner in CB4 having merged his consulting practice into CB4 in early 2002.

Prior to that, Cam served as the most senior representative in the Manitoba region for three major financial institutions, including 12 years with RoyNat Inc., latterly as Assistant Vice-President; two years as Regional Vice-President of Canadian Commercial Bank; and two years as Assistant Vice-President of the Hong Kong Bank of Canada.

He was also president of a private immigrant investor venture capital company and has successfully run his own financial consulting firm, providing a wide range of services to businesses in the region.

Contact Us
We’d love to hear from you.
Just choose the most convenient method and we’ll get back to you as soon as we can.
 Bob Swain
204-795-0339

Cam Thompson
204-941-0419

Contact Us