Our Purpose
We believe every business owner deserves more than advice.
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They deserve a clear understanding of where their business stands today, where it could be tomorrow, and a trusted partner to help them close that gap.
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That belief became the foundation for ClearPath Advisory Group.
Our Story
ClearPath Advisory Group was founded on a simple belief: lower and middle-market business owners deserve the same caliber of strategic financial guidance available to the largest organizations.
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Throughout our careers, we repeatedly encountered exceptional business owners who had built successful companies but lacked a strategic partner focused on increasing enterprise value. They had accountants. They had attorneys. They had bankers. But they often lacked someone whose role was to connect those disciplines into a long-term strategy designed to create more valuable businesses and more strategic options..
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We created ClearPath to bridge that gap. By combining deep expertise in finance, valuation, and transaction advisory with a practical understanding of owner priorities, we help business leaders make informed decisions with confidence.
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Whether the goal is growth, transition planning, or a future transaction, our role is to provide clarity, direction, and disciplined execution.
UNDERSTAND
Every recommendation begins with understanding.
Helping owners grow, transition, and exit with institutional-grade rigor and an owner-first mindset.
BUILD
We help business owners strengthen their businesses they've worked so hard to create.
PREPARE
We believe thoughtful preparation creates better outcomes and more options.
EXECUTE
When the time comes, we help owners move forward with confidence.
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
Partner
Kevin brings over 35 years of deep expertise in advising and growing businesses, having facilitated more than $1.5 billion in strategic transactions including M&A, capital raises, and recapitalizations. His professional journey is dedicated to helping lower and mid-market founders navigate complex financial life cycles with institutional-grade precision.
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Beyond his transactional background, Kevin has held senior operational leadership roles across diverse sectors from real estate to biotechnology. He leverages this blend of financial rigor and hands-on operating experience to help ClearPath clients execute successful growth and exit strategies.
Max Gupton, 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.
