About CIE   Services  Clients  Contact  Home

Founded in 1991, CIE represents and advises owners of closely held and family owned businesses, typically with annual sales of $10 to $150 million. These companies face unique operational and strategic challenges. Emphasizing a focused and relationship oriented client approach, CIE undertakes advisory and transactional engagements specifically aimed at:

  • Designing Business/ Family Strategies
  • Raising Capital
  • Maximizing Business Valuation
  • Achieving Growth, Succession and Exit Objectives

Located in a regional financial center in Southern California (between Los Angeles and Santa Barbara). CIE has supported client requirements throughout the U.S. and abroad.





WEB SITE DESIGN by dock.net