What We Offer: Clear, Focused Financial Partnership

At ClearEdge, we don’t offer generic financial services. We offer tailored financial leadership, structured around your needs and growth ambitions – not ours.

Each of these offers reflects the same principle: giving you insight that makes instinct smarter, clarity in the chaos, and the confidence to lead with conviction.

Growth Advisory​

Your strategic finance partner

For founders and CEOs who want hands-on support from a senior financial leader without the full-time cost.

We embed ourselves in your business to manage complexity, sharpen your business model, and support high-stakes moments, or new growth phases.

Turn strategic vision into a financialy sustainable growth engine.

Scenario-based budgeting

Strategic insight on operating models, margin levers and value creation drivers

Scalable financial systems (cloud-based ERP), decision-making tools, and financial dashboards

Fundraising strategy (equity, debt, grant, venture), pitch-deck storytelling, term-sheet negotiation support

A sparring partner for decisions that shape your business future

Clear financial leadership to strengthen decisions, challenge assumptions, and drive growth with confidence

Sale-Readiness & Exit Advisory

Maximize enterprise value and streamline the transaction process​

Business owners considering selling their company tend to underestimate the importance of thorough financial preparation beforehand and the relief of having support throughout the highly codified process, which is often new to the owner.

Rigorous financial clean up, carve out of non-recurring items

Transparent buyer-ready reporting and narrative building, story-driven deck creation that ties financials to growth narrative

Due diligence orchestration (document prep, Q&A anticiaption, data-romm management, timeline control)

Deal structuring advice (earn-outs, seller financing, escrow arrangements) to protect your post-sale interests

Clear milestones to accelerate progress without disruption

Smarter tools and systems to unlock clarity, speed up decisions, and support scalable operations.

Sustainable-Finance Advisory

Link sustainability initiatives to measurable, long-term financial value – not just regulatory check‑boxes​

From carbon footprint assessment to intergated sustainable finance, we guide you in your ESG transitions to enhance both impact and resilience.

Alignement of environmental targets with financial metrics

Full value chain (scope 1-2-3 emissions mapping) carbon footprint assessment and reporting GHG Protocol and Bilan Carbone®

Cost optimisation and circular economy initiatives delivering positive ROI

Green-finance structuring: tap capital markets that reward ESG performance (sustainability-linked loans, ESG-linked equity)

Strategic ESG roadmap that blends compliance, credibility and materiality-driven long term business value.

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Based in the Lake Geneva region, we act as a trusted partner and actively support our clients in the areas of corporate finance.