Advisory Services

Why Take Advantage of our Advisory Services?

One of the greatest strains on a closely held business, and subsequently the business owner, is the number of hats each owner has to wear. This problem becomes magnified when there is a sole owner. Most business are based from the knowledge and talents of the person who started the company. But what happens when the job needed is outside the scope of that owner’s knowledge or skill set? The business owner can ‘wing it’ and hope for the best. Or the business owner can reach out to Crestmont Capital and our team of Private Client Business Advisers.  We offer C Level type advisory services from former C Level advisers in the following areas:

• CFO/CPA Services
• Mergers and Acquisitions
• Private Equity Investment
• Venture Capital
• Angel Investing

All of our Private Client Advisers held C Level Positions and now serve various industries as consultants.