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ABOUT

At CLIP Advisors, we believe that growth is not a matter of chance—it’s the result of strategy, innovation, and execution. As a trusted partner for startups, growth-stage companies, and middle-market firms, we specialize in driving transformation through tailored business solutions.

 

Our mission is to empower businesses to scale efficiently, optimize financial performance, and unlock new revenue opportunities. We combine data-driven insights with deep industry expertise to help our clients navigate market complexities, accelerate growth, and achieve sustainable success.

 

Whether you're a startup seeking funding and market entry, a growth-stage company scaling operations, or a middle-market firm optimizing profitability, CLIP Advisors delivers actionable strategies that drive real impact. With expertise in strategic planning, financial strategy, and go-to-market execution, we are committed to helping businesses thrive at every stage of their journey.

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OUR TEAM

Meet the professionals behind CLIP Advisors.

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CHARLES IVEY

Co-Founder and Managing Partner

Dynamic and results-oriented business executive with close to two decades of progressive leadership experience in multi-billion dollar corporations. A visionary leader known for fostering commercial growth, enhancing operational efficiency, and building strategic partnerships that drive significant revenue increases and market share expansion. Skilled in navigating complex organizational structures and aligning vision with execution in fast-paced, dynamic environments.

 

Charles combines a robust background in business strategy, consulting, and operational excellence with an unwavering commitment to client success. His expertise in leveraging data-driven insights and innovative technologies optimizes processes and resource allocation, ensuring swift responsiveness to market demands. A catalyst for change, he thrives on developing high-impact strategies that enable organizations to achieve their ambitious goals.

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PATRICK LONG

Co-Founder and Managing Partner

 

Patrick is a seasoned executive with extensive experience across a range of organizations, from emerging startups to mid-sized enterprises. He specializes in driving growth, strengthening company culture, and forging strategic alliances that boost revenue and market presence. With a strong ability to navigate intricate organizational frameworks, he excels at bridging vision and execution in fast-paced settings.

 

Patrick takes pride in his ability to establish authentic, long-term relationships with the organizations he serves, as well as the employees and operators he collaborates with. He views challenges as opportunities and actively engages organizational teams to achieve their goals of innovation and growth.

With a background in finance, business strategy, consulting, and entrepreneurship, Patrick is committed to client success. His expertise includes developing innovative processes to build teams capable of executing the strategic visions of the organizations he partners with, ensuring swift responsiveness to market requirements. He excels in developing strategies that enable organizations to meet their transformational outcomes.

CONTACT US

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Latrobe, PA 15650
Email: info@clipadvisors.com

 

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CLIPAdvisory.com is a website operated by CLIP Advisors, a privately held Pennsylvania limited liability company. CLIP Advisors provides Financial and strategic consulting services, mergers and acquisitions services, fairness opinions, etc.

 

Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other Financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and CLIP Advisors along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current. 

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