Capital Advice provides a range of investment banking services tailored to entrepreneurs and families whose companies have annual sales of $5-50 million.

We are a regional firm with a national scope – while most of our clients come from the Western U.S. our large network of corporate and institutional investors reaches across the country and the globe.

Capital Advice focuses on creating value for entrepreneurs and family-run companies. Our process-driven methodology and  network of contacts enables us to position and present a company in the right way to the right people. Our in depth analysis identifies key value drivers that investors might otherwise overlook.

Entrepreneurial and family-run companies are different from their public and institutionally-owned cousins. Experience and our own entrepreneurial roots have taught us that entrepreneurs often have unique needs beyond simply the dollars and cents of a deal. Family and estate issues may be involved; taking care of the employees and customers who helped build the company may be important; protecting the legacy of the company’s name may be critical. We take special effort to understand all of our client's needs. We then create transactions that deliver what they value most.