Buyers
Quality of Earnings
Fixed fee, 10 business days, Cash Proof and tested add-backs for acquisitions across Salt Lake City, Park City, Provo, Ogden, and the Wasatch Front.
Tiers and fees
Salt Lake City, Utah
Quality of Earnings, fractional CFO, and exit planning in Salt Lake City.
Utah's acquisition market runs on SBA 7(a) financing and a deep bench of searchers and family buyers. StrategX gives buyers, lenders, and owners on the Wasatch Front an independent CPA-led QoE and the CFO and exit-planning support that follows it.
SBA lenders
Lender-engaged QoE
SOP 50 10 8.1 scope, engagement letter the same day, for Utah lenders with $3M+ acquisition files.
Lender pageOperators
Fractional CFO & Controller
Post-close finance, cash forecasting, lender reporting, and a month-end close that closes.
How it worksOwners
Exit planning
CEPA-led value growth and transition planning for Utah owners one to five years from a sale.
Start hereWhy Salt Lake City businesses work with StrategX
- 15+ years advising Utah and national companies
- CPA, CEPA, CGMA credentials; transaction advisory on both sides of the table
- Fixed fees and 10 business days on every QoE
- Lender-engaged reports scoped to SOP 50 10 8.1 for Utah SBA lenders
- Senior-led: the person who quotes the work does the work
Salt Lake City office
Serving Salt Lake City, Park City, Provo, Ogden, and the Wasatch Front
(801) 979-8233
info@strategxadvisory.com
Engagements run remotely through a secure data room; in-person meetings by appointment.
Buying, lending, or selling in Salt Lake City?
Send the LOI, the term sheet, or the question. Reply within one business day.