Web Links - Advisors & Consultants:
Jasper Welch - http://www.jasperwelch.org
Ken Richards, CPA - http://www.richardssolutions.com
Preferred Providers
CFS qualified consultants and advisors.
Wharton-Dixon & Associates
Email Wharton-Dixon
Charlie Cole, Certified Business Intermediary (CBI)
Powell & Associates
Four Corners Only Full Service Business Brokerage Firm
Email Charlie
Charlie Cole is one of about 500 worldwide Certified Business Intermediary's (CBI) with a diversity of experience in the private, closely held business arena. (30 years with experience in large corporate environments, family owned businesses,) Charlie has a comprehensive business background spanning over 30 years, which includes experience in startups as well as established entities. Charlie spent much of his career as President of manufacturing and service firms and served on the boards of both state and nationally chartered banks. His experience comes from direct hands-on management and ownership of small to mid-size companies.
As founder and President of Powell & Associates, Inc., a Mancos Colorado firm that offers business intermediary services, business valuations, consulting and negotiating services; Charlie has consulted, evaluated and transferred ownership of manufacturing, service, retail, distribution and professional practice firms ranging from food service to high tech. He specializes in representing small to mid-size, privately held profitable companies to a network of qualified, serious buyers on a national and international basis. Charlie supports entrepreneurial clients throughout Colorado, New Mexico, Arizona and Utah with national and international business transfer services.
Ernie R. Lau, MBA
Lau & Associates, LLC - Financial Consultant
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Ernie is an experienced professional with a successful career in banking, business development, and financial planning. As a Financial Consultant for Lau & Associates, LLC since 2004, Ernie specializes in SBA/USDA commercial lending and conventional mortgage loans.
Prior to opening his own firm, Ernie was the SBA/USDA Department Manager for the Bank of Durango from 1989-2004 where he solicited business accounts and developed strategic alliances with Bank clientele. He also developed strategies to increase assets and profitability for the Bank within the Four Corners Region.
Ernie has provided financial planning services to individuals and small business owners since 1980, helping them make smart decisions around managing their business income, leveraging their assets, and personal financial planning.
