Give the world the best that you have and the best will come back to you.
Tim draws on more than 30 years of experience as a business advisor to direct the success of Stratagem clients. With a thorough understanding of the firm’s client needs, Tim works closely with business owners, advising them on the acquisition and sale of businesses, succession planning, shareholder descents, buy/sell agreements, estate planning, and wealth management. His particular focus is on owner-managed and family-owned businesses. Clients appreciate his balanced and practical approach to their unique issues and his ability to effectively build a strong working rapport.
Tim’s strengths lie in structuring transactions, exit strategies and ownership succession, business formation, choice of entity, and reorganizations. His clients represent industries in oil and gas, construction, professional service organizations, manufacturing, wholesale and retail distribution, and real estate development.
Tim holds a Bachelor of Science degree in Accounting from the University of Northern Colorado and has completed post-graduate work in taxation at the University of Denver and University of Colorado. He is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants.
Tim is an avid golfer and outdoorsmen and enjoys traveling the world with his wife Kathy. He is active in the community, having served on several advisory and Foundation Boards. He is most currently on the University of Northern Colorado Foundation Board and serves as the Investment Committee Chair. A Colorado native, Tim has three grown daughters and one granddaughter.