Jared Allen
Northstream Advisory
South Jordan, Utah
Professional Profile
Call Me When
Your client faces a sale, acquisition, expansion or capital raise and the financials can't yet support the decision. We bring CFO-level clarity: clean numbers, forecasts and a defensible story.
Professions
Accountant
Fractional Manager
Functional Expertise
Audit
Bookkeeping
Business development
Business growth
Business management
Buy side/Acquisitions
Cash flow enhancements
Cash management
Corporate finance
Debt
Due diligence
Family business
Finance
Financial Modelling
Payroll
SEC
Sell side/Divestiture
Transaction advisory
Exit/Transition Planning
Business Focus
CFO Advisory for owner-operated businesses: reporting, forecasting, cost allocation, acquisition diligence and sale readiness. Deep in hospitality, healthcare practices and the trades.
Transition Planning Certification or Methodology
No formal exit designation yet. Our method is financial readiness first: investor-grade books, normalized earnings and clear value drivers well before a transaction.
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Utah Launch Committee
Member since
New Member
Chapter Leadership Role
Launch Committee
Why I'm a Member of XPX
The best exits happen when advisors work as a team before the sale. We want to be the finance bench for Utah's advisors and help build a chapter where relationships come before transactions.
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