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Preparing for Transition
Planning for a business transition takes many years. No matter where you are in the process, CLA (CliftonLarsonAllen) can help you achieve your goals.
Business transition services
- Business succession planning
- Financial due diligence
- Investment management
- IT due diligence
- M&A advisory and investment banking
- Operational due diligence
- Outsourcing, including fund administration, finance, and accounting
- Post-merger integration
- Purchase price disputes
- Sell-side due diligence
- Talent solutions
- Transaction tax
- Working capital
Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.
Who we serve
- Business owners
- Closely held trust departments
- Health care entities
- Private equity and venture capital groups
- Other industries
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