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Growth strategy
Market positioning, revenue model assessment, and expansion planning for companies between $5M and $50M in revenue.
Denver advisory firm
Clear counsel for the decisions that change a company's trajectory
Northstar Advisory helps founder-led companies navigate growth strategy, M&A transactions, and operational transitions with structured, accountable guidance.
Practice areas - Advisory services built around founder decisions
Each engagement begins with understanding the specific decision the founder needs to make.
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M&A advisory
Buy-side and sell-side transaction support from initial valuation through closing and post-merger integration.
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Operational transitions
Leadership succession, organizational restructuring, and operational improvements during periods of significant change.
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Board advisory
Strategic planning facilitation, governance guidance, and independent perspective for founder-led boards.
The firm at a glance
Track record that reflects how Northstar Advisory serves founder-led companies.
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Years advising founders
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Engagements completed
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Transaction value guided
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Percent client retention
Client endorsements - What founders say about working with Northstar
Supplied testimonials from current and former advisory clients.
“Northstar helped us see the acquisition from the buyer's perspective. That shift in framing saved us months of negotiation.”
Rachel M.
CEO, SaaS company (sold 2024)
Credentials and recognition - Why founders trust Northstar Advisory
Every claim on this page can be verified before the first consultation.
CFA and CPA credentials
Managing partners hold CFA and CPA designations with active continuing education.
Source: CFA Institute, AICPA
18 years of advisory practice
Continuous practice since 2008, serving founder-led companies across Colorado and the Mountain West.
Source: Business registration
Transaction experience
Over $3.2 billion in guided transaction value across 240+ completed engagements.
Source: Engagement records
Specific transaction details and client names remain confidential unless the client has provided written authorization.
Start the conversation
A confidential consultation to understand your situation
The first conversation is always free and always confidential. Bring the decision you are facing and we will tell you honestly whether we can help.