Far too many firms focus just on the "necessary evils" such as preparation of tax returns and financial statements, when businesses and individuals with complex personal financial situations really need a firm which can do more- a firm which has the skills, knowledge and expertise to provide sound analysis, advice and expert support when financial decisions must be made. We are that kind of CPA and consulting firm - a small firm of CPAs and Certified Valuation Analysts (CVAs) focused on providing businesses and high net worth individuals with real value, in addition to helping with the necessary evils. It is our mission to become our clients' most trusted advisor.

We're experts in the use of Employee Stock Ownership Plans (ESOP's) as a business continuation and exit planning vehicle for business owners. We provide a range of services to ESOP companies and prospective ESOP companies both in and outside of Colorado, including ESOP feasibility analysis and ESOP valuation services- Click on "Client Services" and then "Employee Stock Ownership Plans" to see how an ESOP can financially benefit both you as a business owner, and your company.

For businesses and their owners, we and our strategic partners- exit planning specialist Ken Stiefler CLU, ChFC and president of eXITS, LLC and attorneys Keith Davis JD, LLM, MBA and Francis Brown JD, LLM, MIM, principals of Davis & Associates, P.C. work with business owners in implementing an exit strategy which makes sense, and which is focused on helping the owners realize their financial and other goals. Click on "Client Services" and then "Exit Planning Services" to see why exit planning makes sense for you as a business owner, regardless of how long you plan to stay involved in your business.

Two of our CPA/CVAs, Greg Zick and Eric Ransick, are certified in financial forensics, for clients who have need of fraud deterrence and investigation related services. Employee fraud costs businesses billions of dollars annually. Appropriately designed controls and business processes can significantly reduce fraud risk for your business!

To get the most from our website, explore all of the links you see on the left side of each page- you'll get an insight into our company and what we stand for, and more importantly, you'll see how you will benefit from working with us. Information on our Metro Denver and Vail Valley offices, and on our team members, can be found in "Contact Info". We've also provided links to other sites which we feel may be of interest to you, including The ESOP Association, the National Center for Employee Ownership and the Business Enterprise Institute's exit planning website. We look forward to working with you!