Cleo is a Principal with ROCG which is an international professional service and consulting firm with offices throughout North America, Europe and the Asia Pacific region. ROCG is the only international firm specializing in the areas of business transition strategy, finance and operations for privately owned and emerging growth enterprises.
Cleo has worked with many different types and sizes of clients in industries such as manufacturing, agriculture, restaurant, retail, construction and related industries, investment, professionals and not-for-profit organizations.
Cleo obtained a bachelor’s degree in Technology and became a Chartered Accountant in 2006. She is also a Certified Public Accountant in Delaware, USA. Her focus has been on serving business owners of family and privately owned businesses. She understands the needs of private business owners and has been successful at providing creative solutions to them.
As a business advisor, Cleo helps growing and mature private businesses deal with strategic planning, develop and implement improved systems and processes, manage cash flow, develop key performance indicators and critical success factors, and obtain financing. She specializes in providing business transition services to business owners to ensure a smooth and successful transfer of the business to successors at the maximum value.
In her spare time, Cleo enjoys ballroom dancing and practicing yoga. She loves backpacking and has backpacked in many national parks in Canada and the United States. She looks forward to many more adventures in the future.
- Vision, Mission Development
- Evaluate Organization’s Effectiveness
- Stakeholder Consultation
- Opportunities and Risk Assessment
- Transition and Succession Planning
- Process Improvement
- Employee Performance Management
- Maximizing Financial Performance
- Cash Flow Optimization
- Organizational Change Management
- Project Management
- Customized Training Design and Delivery
- Management and Leadership Coaching