Meet your evolving needs with three integrated business lines in one professional services firm.


Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Nonprofit Merger and Restructuring Advisory

You want what’s best for the people you serve. Leading through change helps you make the right decisions for a smooth transition.

CliftonLarsonAllen (CLA) offers deep nonprofit restructuring experience and the unbiased, independent perspective of a third party.

What’s on your mind?

  • Determining whether an expansion, merger, or alliance is right for your organization and your constituents
  • Understanding which options make sense, and which do not
  • Maintaining service continuity during a transition
  • Post-merger integration of leadership, IT, personnel, finances, systems, and processes
  • Communicating change to your team, those you serve, the public, and donors
  • Understanding what’s possible under a new business model

A unique approach

CLA acts as an independent, neutral party to help gather and analyze information that all parties need for informed decision-making. Working with single or multiple organizations, our professionals call upon deep industry experience to help you clarify each entity’s situation, plan for change, and solidify a common vision for the future.

Engagements can range from a single day of facilitated planning and decision making by organizational leaders, to a full feasibility study and pre- and post-transaction assistance. In every case, the needs and requirements of the whole organization are our top priority.

Merger, acquisition, and restructuring services for nonprofits

Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.