ClearPath Business Advisors
Certified Partner
Business consulting and mergers & acquisitions advisory firm.
We believe that business owners should create a healthy, sellable business whether they plan to sell or not. Everything that builds a sellable business, creates a stronger business and a more balanced life for its leaders and teams. Stronger businesses with balanced leaders are better able to survive the tough times and thrive in the good times.
Team Leaders
Carly Anderson
Talent Optimization Manager
Prior to joining ClearPath, Carly was National Corporate Housing’s Client Engagement Manager for the Talent Solutions division. As a Talent Optimization PI certified leader, she helps ensure clients organizational health is reaching its full potential, and helping clients map out what it takes to get there.
Her primary focus has been specializing in accounting, instructional design, learning and development, hospitality, marketing and IT. Carly specializes in staff augmentation, client engagement, recruiting, training, management, onboarding, coaching and operations. With 12 years in the HR arena, Carly is exceptional at building relationships and finding our clients the most qualified and best culture suited individuals.
In her spare time she enjoys cooking, country music, running, golfing, traveling, boating, San Francisco Bay Area sports, spending quality time with friends, family and sweet Puppy Pippa.
“I love the fact that our Core Values and Organizational Health are at the very center of all that ClearPath stands for.”
Dave Shields
Organizational Health Specialist
Dave joined ClearPath in 2020 after spending over two decades in the non-profit and faith community worlds. He is passionate about helping leaders, teams, and organizations be their best version of themselves. He has helped launch several non-profit organizations internationally and domestically. At ClearPath, Dave focuses on helping businesses and organizations define, achieve, and maintain organizational health.
Dave is still an advisor for many non-profit organizations around the country and internationally. Dave and his wife Kimberly live in Pleasanton, CA with their two sons. Besides watching his sons compete in soccer and basketball, Dave spends time outside of the office coaching football.
❝One of the things I love the most is when a leader realizes that they aren’t alone in this journey. For us to be able to come alongside leaders and teams facing unique challenges and offer practical hope, sound guidance, and above all else an ongoing friendship is truly a blessing. I am very proud to be a part of this team.❞
ClearPath has helped us hire several key people and I appreciate that they take a very different approach from recruiting agencies or headhunters. The ClearPath team sat down with us and asked us insightful questions about what the right person would look like. They went way beyond the job description to get us candidates that fit our core values and not just the job description. I would recommend ClearPath if you’re looking to get the best person for your next position.