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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
St. Cloud State University, St. Cloud, MN Bachelor of Science in Accounting
Managing Principal of CLA's Technology and Emerging Companies Group providing advisory, assurance, and tax services primarily to software developers/SaaS, technology, life sciences, and other high growth businesses.
Jeff works with entrepreneurs and leadership teams to drive enterprise value and manage business execution risk to build stronger and more successful businesses. Jeff has technical and strategic expertise serving software and other technology / emerging growth companies and has experience with complex accounting and tax issues and strategies.
Jeff has assisted companies establish procedures for complex revenue recognition practices of multi-element arrangements, particularly for software and SaaS based organizations. He has experience working with companies raise debt and equity funding through various stages of growth, stock-based compensation arrangements and companies with a high degree of intellectual property and has assisted venture-backed, privately-owned and public companies with technical research, accounting and financial reporting related to these matters.
Jeff works with clients through mergers and acquisitions, debt or equity structuring, strategic business planning and succession planning on matters including analyzing accounting methods, tax modeling and pre-diligence preparation and proactively works with his clients in anticipation of these future events.
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In the community
Minnestar TechdotMN Minnesota High Tech Association LifeScience Alley