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Our
Clients

Our Clients come in all shapes and sizes, but generally fall into a few different categories. 

At CLIP Advisors, we are more than advisors—we are partners in your growth. Let’s build the future together.

Startups & Growth Stage Companies

We support early-stage companies in refining their business models, securing capital, and executing go-to-market strategies. From financial modeling to scaling operations, we help startups establish a strong foundation for long-term success.

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Lower Middle-Market Companies

For businesses generating $1M–$10M in revenue, we provide strategic consulting to enhance financial performance, capital raising, optimize operations, and accelerate revenue growth. Whether it's streamlining processes or exploring new market opportunities, we help lower middle-market firms unlock their next phase of growth.

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Middle-Market Companies

Established businesses in the $10M–$100M revenue range rely on us to drive strategic expansion, capital sourcing, improve profitability, and implement transformational initiatives. Our expertise in M&A, financial structuring, and operational efficiency helps these companies sustain and scale their success.

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CONTACT US

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Latrobe, PA 15650
Email: info@clipadvisors.com

 

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Securities are o ered through Finalis Securities LLC Member FINRA / SIPC. CLIP Advisors is not a registered broker-dealer, and Finalis Securities LLC and CLIP Advisors are separate, unaffiliated entities.

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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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