woman smiling after meeting with a small business financial advisor

Small Business Financial Advisors

Small Business Financial Advisor

You’re living the American Dream. The countless early mornings, long days, and late nights haven’t always been easy, but anything worth doing rarely is. You’ve worked tirelessly building a successful plan, cultivating a strong reputation, performing day-to-day operating tasks, and doing the work that nobody else wanted to do. Now that you’re planning to sell, you deserve one of the best small business financial advisors that Denver has to offer. 

We have a long history with mergers & acquisitions and have helped several local businesses restructure and sell for profit. You may only have one opportunity to sell the fruits of your labor, and it’s understandable to be overwhelmed. Our small business financial advisors have decades of experience and will help bring familiarity to unknown territory.

why we’re different

morgan rosel representative offering personal financial advice and investment management

Experience Matters.

Mergers & acquisitions is a tricky, high-stakes business. This isn’t news to us. We can understand your situation because we’re living it too. This isn’t a firm where rookies come to cut their teeth. Benefit from the vast personal and professional experience of our CERTIFIED FINANCIAL PLANNERSTM and small business financial advisors as well as our trusted CPA, estate attorney, and mortgage lending partners. A complete financial advisory team, working for you. Because when you have complex financial needs, experience matters.

morgan rosel investment advisor in Denver talking on the phone

You Call, We Answer.

At Morgan Rosel, you don’t have to press 0 to speak to a representative. Our small business financial advisors just pick up. We’re persistently committed to bringing the human element back to financial planning and investment advising. That means promptly answering your questions, thoroughly understanding your goals, and meticulously implementing a tax planning strategy based on your best interests.

happy couple gardening because Morgan Rosel is providing personalized estate planning at morgan rosel

Enjoy Life by Design.

Guiding, guarding, and helping to grow your wealth is our top priority. As your trusted financial advisor, you can depend on us to be looking out for your best interests, today, tomorrow, and well into the future. Whether you just started your wealth journey or are ready to retire, we’re here to help. Enjoy life. We’ll make sure your wealth is doing the hard work.

Learn more about working with Morgan Rosel
by scheduling a consultation.

Wealth Management for Business Owners

Whether you’re planning to sell your business or have already made a deal, Morgan Rosel Wealth Management is here to help provide confidence and clarity on what to do next. Our entrepreneurial spirit gives us an unrivaled passion for helping small business owners navigate the complexities of the sale, and we are here to help. Our wealth management services for small business owners include, but are not limited to:

  • Tax efficiencies for business owners
  • Capital gains deferral strategies
  • Mergers & acquisitions
  • Commercial real estate investing
  • Estate planning
  • High-net-worth wealth management
  • Investment advising
  • Private equity opportunities
  • Retirement planning
  • Small business advisory – sale and restructuring
  • Tax bracket management for retirees
  • Trust and estate planning
  • Wealth management

Help Maximizing Your Small Business Buyout

A long-time client was approached with a great opportunity, or so they thought. They were offered what they believed to be an above-market price to sell their business; an offer that considered both the operating business and the real estate on which they operated. However, this deal included accepting stock and a company buyout from a company that was highly levered and backed by a private equity sponsor – which could be risky from our experience. The seller needed to do their due diligence in vetting this complicated offer to ensure their life’s work and livelihood were not at stake.

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Let’s Chat

At Morgan Rosel Wealth Management, we specialize in tailored wealth management solutions for high-net-worth individuals with over $1 million in investible assets. Schedule a quick, no-pressure conversation with a Morgan Rosel advisor today to see if we’d be a good fit.

How can we help?