Cliff Forsgren

Bountiful, Utah

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Certified Adviser

Cliff Forsgren is a Certified Exit Planner and small business adviser. After an early career in engineering, Cliff transitioned to the world of personal financial and business services and has been helping business owners thrive and plan retirement for more than two decades. Cliff finds a great deal of satisfaction in helping people acquire the resources they need to buy or start a business, transfer ownership, or grow their business.

Cliff is a straightforward communicator who offers the following:

  • If you want to grow your business, I can help.

  • If you want to exit your business, I can help you get the full value from your life’s work.

  • If you own a job and want to make it a business, I can help.

 A cowboy at heart, Cliff enjoys spending time with his wife, children, and grandchildren in the sunny state of Utah. He serves clients in the local area as well as online for a broader reach.

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