Private Businesses and Their Owners

Owners of Privately Held Business Process

Go beyond realizing revenue to realize your dreams.

The vast majority of our nation's employers are private business owners. You are the heart and soul of America. Helping you succeed means success for your employees, families, communities, and even our country. No other firm puts this underserved yet essential group of entrepreneurs at the core of its focus.

A deep and reliable relationship

CLA is committed to helping private business owners build a valuable and sustainable business. We start by getting to know the person at the heart of the business — the dreams you have for your business, family, community, and personal life. Only then can we truly help you shape your future and achieve your goals.

Watch our video to learn about the CLA Promise and our unique commitment to those we serve.

Simplifying the complex

Today, you’re working and operating in an altogether new and different world. It’s more strictly regulated, more economically tenuous, more politically uncertain. For an astounding 40 percent of you, owner succession is on the horizon. Count on us to transform the complicated into plain, straight forward guidance you can use now.

All you need in one place

CLA is structured to serve people like you and the company you’ve worked so hard to build. You have dreams for yourself, your family, and your organization. We can help you realize those dreams.

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