About ClearPath Advisory Group
ClearPath is a strategic financial advisory firm dedicated to bringing institutional-grade rigor and clarity to lower and mid-market enterprises. We empower founder- and family-owned businesses to navigate complex life cycles through dedicated partnership and expert strategic insight.
Our Story
ClearPath Advisory Group was founded on the principle that lower and mid-market, founder-, and family-owned businesses deserve the same institutional-grade financial rigor typically reserved for the world’s largest corporations. With decades of collective experience in corporate finance and M&A, our founders recognized a critical gap: the need for high-level strategic leadership that remains deeply aligned with the owner’s personal and business goals.
We bring a practical, owner-first mindset to every engagement. We understand that for most of our clients, their business is more than just a balance sheet—it is their life’s work. Our mission is to provide the clarity and strategic insight necessary to navigate the complex life cycles of a business, whether that involves scaling through strategic growth or orchestrating a seamless exit that preserves your legacy.
Headquartered in the Carolinas, we are dedicated to serving our regional lower and mid-market community with discretion, integrity, and long-term perspective. At ClearPath, we don’t just provide advice; we provide the strategic path to your ultimate business destination.
CLARITY
We bring order to complexity, providing owners with a distinct financial roadmap.
Helping owners grow, transition, and exit with institutional-grade rigor and an owner-first mindset.
INTEGRITY
The foundation of every partnership, built on honest, transparent guidance.
OWNER-FIRST
We align our strategy with the unique personal and professional goals of the founder.
DISCREET
Uncompromising confidentiality at every stage of the business lifecycle.
Meet Our Leadership Team
Our leadership brings decades of collective experience in corporate finance, M&A, and strategic planning, dedicated to the unique needs of mid-market owners.
Kevin Cobb, CPA
Partner
Kevin offers extensive expertise in guiding lower and mid-market business owners through critical scale and transition phases. With a focus on financial clarity and strategic M&A readiness, he ensures founders achieve the full value of their legacy through institutional-grade rigor and dedicated advisory.
Max Gupton, CPA, CEPA
Managing Partner
Max works with SMB owners to strengthen financial performance, increase business value, and create a clear path toward their long-term business and personal financial goals. As a CPA and Certified Exit Planning Advisor (CEPA), he combines strategic financial leadership with value-growth and exit planning principles to help owners build more scalable, transferable, and financially rewarding businesses.
By focusing on the core drivers of enterprise value, Max helps owners simultaneously increase company value, profitability, and personal wealth.
Greg Martin, PhD
Partner
Greg provides lower and mid-market business owners with a unique combination of academic depth and hands-on transactional expertise. A respected authority in finance, Greg has authored over a dozen research publications in premier international journals and has taught advanced financial accounting and corporate finance.
Greg brings institutional-grade financial expertise to each advisory engagement. Whether an owner wants to bring financial discipline to his business, scale his business, or successfully navigate an exit, he helps owners make sharper, value-focused financial and M&A decisions.
Why Lower and Mid-Market Owners Choose ClearPath
Deep Lower and Mid-Market Focus: We specialize in the unique complexities facing founder- and family-owned businesses with $1M–$50M in revenue.
Hands-On Leadership: Our senior partners lead every engagement, ensuring decades of institutional-grade experience are applied directly to your goals.
End-to-End Guidance: From early strategy and growth optimization through transaction advisory, we remain your constant strategic partner.
Alignment with Owner Goals: We operate with an owner-first mindset, prioritizing your vision for legacy and enterprise value.