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.
Preparing for Transition
Planning for a business transition takes many years. No matter where you are in the process, CliftonLarsonAllen (CLA) can help you achieve your goals.
What's on your mind?
- Achieving the ultimate transition and satisfying key stakeholders
- Seamless leadership change
- Continuing a thriving business
- Preserving the owner’s legacy
Business transition services
- Private equity and venture capital services
- Sell-side due diligence
- Valuation financial modeling
- Transaction tax
- Financial due diligence
- Operational due diligence
- IT due diligence
- Working capital
- Post-merger integration
- Purchase price disputes
- Business succession planning
- Investment management
- Executive search
- Outsourcing, including fund administration, finance, and accounting
- M&A advisory
- Health care transactions
- Closely-held trust department services
Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.