CLA (CliftonLarsonAllen) offers accounting, consulting, and wealth advisory services. Its self-described commitment is to create opportunities for clients, communities, and its people.

CLA (CliftonLarsonAllen)

Sagewill is a product design, development, and marketing studio that assists in the design, launch, and growth of B2B products.

Sagewill

Potomac Wealth Advisors, LLC provides financial advisory services focused on helping clients navigate complex financial situations, including career changes, divorce, and retirement planning. The firm is self-described as nationally recognized and fully independent.

Potomac Wealth Advisors, LLC

B Squared Partners provides custom financial support, accounting services, analytical tools, and recruiting services for small businesses. Self-described as a partner for sophisticated founders.

B Squared Partners

Schenck SC

icp Business Solutions

Four Point Partners

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. 

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 

CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

EOE/AA Employer/Vets/Disability

Hiring rights: https://www.claconnect.com/general/equal-employment-opportunity

Disclaimer: http://www.CLAconnect.com/Disclaimer/

You ride the line between what's right for the business and what's best for everyone who depends on it. It takes balance. We'll get you there. https://hubs.li/Q01QhZds0

Is your bank increasing in asset size? You may soon be subject to FDIC Improvement Act requirements. Learn how you should prepare in our upcoming webinar. https://hubs.li/Q02dqh8g0

Join our webinar to gain insights from other health care organizations on their digital transformation journey and learn from industry professionals about the people, process, and technology required for successful digital transformation. Register today. https://hubs.li/Q02k4q-T0

The NBOA Annual Meeting brings together industry leaders, service providers, and passionate educators. CLA’s John Toscano and Sarah Reichling will offer insights on new and proposed FASB Accounting Standard Updates and how to foster collaboration between your school’s development and finance departments. Register today. 
https://hubs.li/Q02bXdk40

Tomorrow's Lunar New Year is an important holiday for Mei-Li (Lili) Huang and her family in Southern California. Drawing relatives from across the globe in age-old traditions, the festivities kick off with cleaning and decorating the family's home space in vibrant red and gold, symbolizing happiness and prosperity.  

Lili's cousins come together, sharing tales and laughter leading up to the New Year's Eve reunion dinner. Her mother makes symbolic dishes like a whole chicken representing unity and oranges to bring good luck and happiness. 

New Year's Day is embraced with new attire and the exchange of "gongxi" greetings and red envelopes to wish health and success. The highlight is the lively backyard party at Lili's aunt's, a gathering of more than a hundred people where family and friends celebrate the zodiac animal year with a pinata.  

Lili reflects, "Growing up in Southern California, I love the 'salad bowl' of different cultures, blending yet maintaining unique identities." 

For the Huang family, the gathering is more than a tradition; it's a reaffirmation of family bonds and the cultural heritage that unites them.

Metric
Company Name	CLA (CliftonLarsonAllen)	Sagewill	Potomac Wealth Advisors, LLC	B Squared Partners
Symbol
MSH ID	COM:CLACONNECT	COM:SAGEWILL	COM:POTOMACWEALTH	COM:BSQUAREDPARTNERS
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Technology	Financial Services & Finance	Commercial & Professional Services
Industry	Accounting and Consulting	Commercial & Professional Services	Financial Advisory	Financial Services
Country	US	IT	US	US
Stage
Employee Count	8.89K
Website	claconnect.com	sagewill.com	potomacwealth.com	bsquaredpartners.com
LinkedIn				bsquaredpartners
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	149.82K	79
Web Traffic Growth	-0.41
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:CLACONNECT

CLA (CliftonLarsonAllen)

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue