Cape Fear Advisors, LLC advises software and services businesses in developing and implementing strategic programs specifically designed to grow revenue and capture shareholder value. We work with companies to build and execute growth strategies. Our strategic planning, growth acceleration and business development efforts focus our clients’ efforts on those areas critical to their success.

Our focus on strategic and project capabilities combine to provide CEOs with high-level, pragmatic, cohesive advice and assistance with their primary responsibilities, and to support broader aspirations for the company. We align fully with shareholder expectations and objectives, and drive to full achievement of those aspirations. We also build corporate capabilities by teaching and coaching the entire company team along the way.

We are creative in finding the right mix of growth-focused initiatives, using internal and external growth sources to develop a robust, balanced portfolio of opportunities. We will fill the gaps in resources and capabilities so that opportunities are realized.

We are recognized for outstanding results delivered to clients over the past forty years. Our high customer retention and referrals speak to our dependability and our results.

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Cape Fear Advisors, LLC is a 40 year old strategic planning and services organization, based in Wilmington, NC, with offices in the Washington, DC area. Our geographic proximity to the major southeastern cities provides for simple, fast access to clients in Raleigh, Norfolk, Charlotte, Savannah, Atlanta, Jacksonville and elsewhere, including Baltimore, Philadelphia and DC. Our client base extends throughout the United States. We provide highly experienced, exceptional results for our client companies, and take great pride in our efforts.

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Strategic Planning

Growth comes in many shapes and sizes, and is best captured when plans exist to take full advantage of opportunities. Cape Fear Advisors, LLC builds growth-oriented strategic plans for its clients. Our planning process is holistic, and takes into account the full spectrum of issues and challenges — from financing through organization and resource constraints — to build plans that can be measured and achieved.

We provide the full range of planning services, including:

  • Objective market position and strength assessments and the inclusion and modeling of broader-based forces that will impact the organization’s opportunities and performance in the coming years.
  • Creation of a shared vision for the organization that incorporates growth opportunities and clearly focuses its efforts and resources against a set of attainable objectives.
  • Establishment of a strategic planning process, based on state-of-the-art research and years of experience in driving planning for companies from start-up to $2 billion in revenue.

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Growth Acceleration

Is the company structured to drive additional growth from current resources? Does the company understand how it can drive growth in the near term?

Nearly 100% of our engagements touch on these questions. We typically find that the company can take some meaningful steps to align itself to accelerate growth within current markets and current customers. In some instances, past success clouds the path; in others, resources are simply out of place.

In thinking through accelerated growth, our efforts might start with:

  • Pricing strategies and opportunities
  • The time and effort (and effectiveness of that effort) placed on sales management and opportunity management
  • The ability of the entire company to explain the real competitive advantages of the company (see our update here on product vs. results selling).
  • Broader marketing efforts to support sales pipeline development
  • Operational resources to support larger (enterprise-level) customers and opportunities
  • Closer-in service extensions

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Strategic Acquisitions

Cape Fear Advisors brings substantial expertise and experience in all aspects of strategic acquisitions, from initial planning activities through the integration of acquired resources and assets. Our involvement has an excellent history of meeting or surpassing a transaction’s objectives.  Cape Fear Advisors’ professionals have guided, negotiated and managed deals ranging in value from $1 million technology acquisitions to $200 million acquisitions and $300 million divestitures.

Cape Fear Advisors can provide the full range of business development services or complement our client’s existing capabilities.  Specific activities can include:

  • Creation of a business development process — aligned with a company’s overall objectives — that becomes measurable and proactive.
  • Establishment of objectives, milestones and parameters for business development.
  • Identification of business development targets — confidentially — for acquisitions and divestitures.
  • Identification of key synergies, risks and opportunities for specific business development alternatives.
  • Coordination of third parties (legal, accounting, banking) involved in business development activities.

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Navigating Preliminary Valuation Gates and Discussions

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Most conversations with clients and prospects nowadays revert to exit or acquisition multiples and drivers. This Strategy Lab reviewed important value considerations and their impact on the likelihood or timing of completing a deal and value considerations.

To Win Enterprise Customers, Think Like A Strategist

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Fresh insights can be found by linking enterprise customer acquisition to proactive corporate strategy activities. Our experience reinforces the potential benefits of engaging a strategist to quarterback or coach enterprise selling efforts.

The Dangers in Making and Using CLV and CAC Calculations

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This Strategy Lab turns our attention to incredibly important and incredibly misleading statistics used by just about every company, every investor, and every analyst:

The Cost of Acquiring Customer (CAC),  and; The Customer Lifetime Value (CLV; sometimes called LTV, for Lifetime Value)

Big Data Every Day


Want to start using Big Data to your organization’s advantage? Start by using Big Data in your personal activities. It provides great insights, opens a window into emerging approaches and best-of-breed applications, and just might save your life.