Business Consultant
David, a Colorado-born resident living in Fort Collins for the past 15 years, is an Accredited Investment Fiduciary® (AIF®) with an M.B.A. from the University of Colorado at Denver.
With nearly three decades of experience in financial services, David provides consulting to guide clients through critical aspects of business development. From initial research and business selection to crafting business plans, exploring creative thinking, business marketing and cash-flow financial analysis. He also assists new businesses in understanding Colorado’s 2024 retirement plan requirements
Consulting Expertise Includes:
- Compliance with Colorado SecureSavings Program and Recruitment
- Creative Marketing
- Employee Engagement
- Exit Planning - Employee Stock Ownership Plan (ESOP) for business succession planning
- Marketing Strategies
- Retirement Plan Education for Employees
- Start-up Assistance
If you’ve never met with a Larimer SBDC consultant.
