BUSINESS ADVISORY
Bring structure to growth and clarity to capital allocation decisions.
Liberty Clear serves as a strategic partner to founders, owners, and operators — providing the same quality of financial analysis and independent counsel that institutional operators and well-resourced companies rely on.
CLIENT SITUATIONS
USE CASE 01
SEED FUNDRAISING
"I had traction. My pitch didn't show it."
Logistics tech founder, Northern California. Seeking $750K seed round. Four investor meetings, no traction.
A founder had genuine product-market fit and early revenue — but four investor conversations had gone nowhere. Her financial model was built on intuition rather than rigorous analysis, and she had no framework for presenting the key metrics investors actually evaluate at the seed stage. She needed a strategic partner, not just a model builder.
WHAT LIBERTY CLEAR WOULD DO
✓
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Built a detailed 3-year financial model from scratch, benchmarking margins and unit economics against industry comps
Produced investor-grade outputs for her pitch deck — clearly structured, visually clean, and built to withstand scrutiny
Advised and coached her on presenting key business drivers in the language investors respond to at the seed stage
Closed the full $750K seed round three weeks later. Investors cited the financial model as the most credible they'd seen at that stage. The founder also came away with a clear understanding of the metrics she needed to hit for her investors to achieve their return targets.
USE CASE 02
GROWTH FINANCING
"We needed capital to grow — without giving up equity to get it."
Consumer goods brand, US. DTC and wholesale channels. Retail expansion planned. Equity dilution to be avoided.
A growing consumer goods brand needed $1.5M in financing to fund a retail channel expansion but was determined to avoid further equity dilution. They had relationships with lenders — but lacked the kind of structured, credible financial model that debt providers at this level require before committing capital. Their existing financials weren't built for lender consumption.
WHAT LIBERTY CLEAR WOULD DO
✓
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Built a 3-year financial model segmenting DTC vs. wholesale revenue with granular inventory turnover and margin assumptions
Modeled seasonal cash needs and margin improvement scenarios across base, upside, and downside cases
Built a lender-specific dashboard presenting the analysis in the structured format capital providers expect from institutional borrowers
Secured a non-dilutive line of credit at favorable terms. Founders preserved equity while funding the retail expansion they'd been building toward. The lender cited the quality of the financial package as a key factor in their decision.
USE CASE 03
CAPITAL ALLOCATION
"We had capital to deploy. We just didn't know where it would work hardest."
E-commerce business, US. Three competing growth options. $2M in available capital. Board decision imminent.
A profitable e-commerce business had three compelling growth options on the table: opening a second warehouse, launching a new product line, or acquiring a smaller competitor. Each looked attractive in isolation. The owners needed a rigorous, side-by-side financial comparison before committing $2M — and a clear framework for making the decision with confidence rather than gut instinct.
WHAT LIBERTY CLEAR WOULD DO
✓
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Built a fully customized financial model for each of the three growth scenarios, using consistent assumptions for comparability
Stress-tested key assumptions for each option and projected 5-year cash flows, IRRs, and payback periods
Built an interactive decision dashboard allowing the owners to toggle assumptions and see the impact in real time
The acquisition carried significantly higher integration risk than projected. The warehouse expansion delivered the strongest risk-adjusted return by a clear margin. The owners deployed $2M with conviction — and a model they could update as the expansion progressed.
USE CASE 04
BUSINESS EXIT
"I got a $1.2M offer to buy my business. Was it fair?"
Business owner, Phoenix AZ. 12-year-old services business. Unsolicited acquisition offer. Planning for retirement.
A business owner received an unsolicited $1.2M acquisition offer and had no independent way to assess whether it reflected fair value. His accountant handled taxes, not valuations. He needed a trusted advisor who could rebuild his financials, produce a credible valuation range, and help him think through deal structure — before he responded to the buyer.
WHAT LIBERTY CLEAR WOULD DO
✓
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Built the business's 5-year financials adjusting for normalized owner compensation and working capital
Produced a full valuation scenario model across SDE multiples, EBITDA multiples, and a DCF analysis
Coordinated with his CPA on optimal sale structure to minimize capital gains exposure and maximize after-tax proceeds
Fair value range: $1.35M–$1.55M. The owner negotiated to $1.48M — $280K above the opening offer — and structured the deal with a 10% seller note to optimize his tax position. An outcome that simply wasn't possible without independent advisory.