MANAGING COLLECTIVE PRIVATE EQUITY INVESTMENTS

CKG Management is not a financial advisor and does not provide financial management services. CKG Management administers the required documentation for collective investments in privately held companies that are providing private offerings.

Based on the Investment Advisers Act of 1940, some businesses are required to register with the Securities Exchange Commission as a Private Fund Advisor; however, CKG Management is exempt from this requirement under the "small advisor exemption" rule of Section 203A(a)(1)(A) of the Investment Advisers Act. CKG Management has filed as an Exempt Reporting Advisor with FINRA (SEC file number 802-117813) with an assigned CRD number (306212). SIC Code 6799.

CKG Management does also file a form D to utilize the unregistered securities exemption under SEC Rule 506(b) of Regulation D, which limits any access to private offerings to accredited investors. Therefore, we will only work with accredited investors to participate in private offerings administered by CKG Management.

Strategic Focus

CKG Management maintains a strategic focus on biotechnology and pharmaceutical companies involved in early-stage clinical research and developmental growth opportunities.

We seek opportunities where working capital, strategic planning, and operational support can accelerate long-term value creation. Through collective investment structures, CKG Management administers investment documentation and facilitates participation in private offerings available to accredited investors under applicable securities regulations.

ADVISORY & STRATEGIC CONSULTING SERVICES

Business Growth and Transaction Readiness

CKG Management provides strategic business advisory services to help owners and management teams navigate growth, capital formation, acquisitions, and potential business transitions. Our focus is on providing experienced, objective guidance to evaluate opportunities, strengthen decision-making, and position the business for long-term growth and value creation.

Advisory services include:

Due diligence preparation for capital raises and mergers & acquisitions
Long-term financial modeling and strategic forecasting
KPI and performance metric development
Exit planning and transaction readiness strategies
Corporate structure and strategic planning support
Growth planning and capital structure analysis
Executive-level strategic and operational planning

CKG also provides fractional and contract CFO and COO services for companies that need experienced executive leadership and hands-on support without adding a full-time executive.

Fractional CFO services include:

Financial management, budgeting, forecasting, and cash-flow planning
Financial reporting and management dashboards
QuickBooks and ERP system implementation and optimization
Accounting processes, controls, and reporting procedures
Financial planning and performance analysis
Coordination with accounting, banking, tax, and other professional partners

Fractional COO services include:

Manufacturing and production operations, including food and beverage manufacturing
Supply chain, purchasing, and vendor management
Inventory management, controls, and reconciliation processes
ERP, inventory, production planning, and operational systems management
Production planning, capacity management, and process improvement
KPI development, operational reporting, and management processes
SOP development, process management, and continuous improvement
Production planning, capacity management, and workflow optimization

CKG works collaboratively with ownership, management teams, and outside professional advisors to improve financial and operational visibility, strengthen decision-making, and build scalable processes and systems that support long-term growth

Are You Ready to Raise Capital or Sell Your Business?

Investors and buyers expect more than financial statements. Organized documentation, operational reporting, key metrics, and a structured virtual data room often become critical components of a successful transaction process. CKG helps companies build the infrastructure before opportunities arise.