Our Approach



CC&B Solutions was founded on the principle of delivering “Wall Street business acumen” to “Main Street business owners” to create, increase, and transfer wealth by strategically designing and delivering customized business solutions that achieve our clients’ goals and objectives.

At CC&B Solutions, our approach is relational rather than transactional. We strive to earn the position of “trusted advisor” by integrating our clients’ short-term and long-term financial goals in designing our proposed business solutions. By expanding our scope of thinking beyond the immediate transaction, we are successfully cultivating company-client relationships resulting in “clients-for-life.”


Our methodology and unique value proposition to our clients:

At CC&B Solutions, we employ the ASSET® methodology to service delivery:

Accurately define our client’s goal(s)

Systematically coordinate and execute all project elements

Strategically integrate client’s short-term and long-term goals

Effectively design and secure the most suitable financing structure

Tactically deliver a customized and comprehensive business solution