Business Advisors, LLC

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CLU ®, ChFC ®, Managing Partner: Dave is the managing partner of Business Advisors LLC. Dave provides analysis and plan development for business owners to help them profitably exit their businesses. Dave, along with his strategic partners builds a comprehensive ownership transition plan that provides a blurprint for an owner's successful exit and their company's future. The most important aspect of this process is that Dave and his team have developed innovative strategies to address the unique issues faced by business owners operating in a volatile business climate. Tad M. Lyle, RFC, Managing Partner: Tad has helped individuals and business owners set and achieve their financial goals since 1981. Together with Denver 's top attorneys and CPAs, Tad has assisted in creating financial solutions for his clients. Tad prefers the team approach for his clients and believes in a system of checks and balances. Tad is a Financial Advisor and holds the appropriate professional licenses and registrations. His areas of specialty are business succession and continuation planning, key employee benefits and retention strategies, retirement planning and asset allocation strategies. : Shari has dedicated her career to providing businesses with customized solutions in all aspects of Group Insurance and employee benefit guidance. Since 1983, she has successfully helped businesses build competitive, yet cost-effective benefit strategies to attract and retain quality employees. Her experience and dedication to the highest possible customer service makes her a perfect fit for the combination of business services provided by Business Advisors.

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