Business Advisory

In today’s competitive market, every business needs strategy—customized strategy, not a one-size-fits-all approach. Our business advisory services are tailored to your unique industry and business to meet your organization’s objectives, build success, mitigate risk, and help overcome challenges. We provide insight and advise clients on financial performance, strategic planning and optimization, business start-up and growth, business valuation, acquisition and mergers, succession planning, and much more.

Our professionals are exposed to an abundance of real issues businesses face. We welcome the opportunity as a sounding board to listen to you and your management team to help uncover and resolve issues and explore opportunities.

Our advisory areas include:

  • Affordable Care Act (ACA) rules and planning
  • Business start-up, purchase, sale
  • Mergers and acquisitions
  • Business entity selection, set-up, and organizational structure
  • Franchise consulting
  • Business plans
  • Performance measurement, including KPI’s
  • Back office and new accounting department set up and design
  • QuickBooks® software setup, consulting, and training
  • Accounting department assessments
  • Capital and strategic planning
  • Public offering/private financing
  • Research services for business market and competitive insight
  • Special projects assistance
  • Financial policies and procedures development, review, and documentation
  • Financial & tax due diligence
  • Litigation support
  • Fraud risk assessment, prevention, and compliance
  • Management consulting, including management succession planning
  • License and royalty consulting and assurance
  • Investment advisory consulting
  • Specialized industry-specific needs pertaining to regulatory oversight or lending/investor stipulation


AICPA logo

American Institute of CPAs

CPA Logo

Certified Public Accountant


AICPA Employee Benefit Plan Audit Quality Center

AICPA GAQC membr logo

AICPA Governmental Audit Quality Center

COCPA logo

Colorado Society of CPAs

BDO Alliance

BDO Alliance Member