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

Businesswoman Presenting in Boardroom

Mario Mckenzie, partner with CliftonLarsonAllen, explains how organizations can prepare for their leader's eventual retirement.

Preparing for transition

Mckenzie Discusses How to Succeed at Succession Planning

  • 11/23/2015

About CLA

CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our professionals are immersed in the industries they serve and have deep knowledge of their operating and regulatory environments. With more than 5,000 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.