Crestone Business Group
Crestone Business Group identifies itself as a full-service business brokerage firm and Colorado business advisory. Its public services include sell-side brokerage, buyer-side acquisition guidance, valuation, confidential marketing, buyer qualification, negotiation, due diligence, contracts, closing support, and business-owner consulting.
What stands out about Crestone Business Group
Crestone Business Group publicly describes a Colorado-focused, full-service brokerage model for business sales and acquisitions ranging from $250,000 to over $25,000,000. Its stated process includes valuation, confidential marketing, buyer screening, negotiation, due diligence, and closing support; the cited pages do not establish the firm's specific license details or standard fee terms.[1][2][3][4][5][7][8]
What does Crestone Business Group do?
Crestone Business Group identifies itself as a full-service business brokerage firm and Colorado business advisory. The firm’s about page identifies Steve Coast as owner and Jeff Balch and Kelly Raffaelli as brokers associated with the firm.[1][2]
On the sell side, Crestone Business Group states that its process includes valuation, listing, customized marketing and advertising, buyer qualification, negotiation, due diligence, contracts, and closing support.
The firm also states that it provides buyer-side guidance through acquisitions, negotiation, due diligence, and closing, including coaching on industry outlook, exit strategy, business valuation, and commercial funding. Its business-owner consulting covers organization, human resources, succession planning, operations, technology, marketing, financial controls, sales, and customer service.[3][4][5]
Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.
Published criteria: The buyer page states that Crestone Business Group specializes in mid-market business sales and acquisitions ranging in price from $250,000 to over $25,000,000. It also states that the firm offers smaller businesses for first-time owners and high-cash-flow opportunities for buyers and investors.[4]
What should a business owner evaluate before hiring Crestone Business Group?
An owner evaluating an engagement can compare the firm’s stated full-service process with the specific support required for valuation, confidential marketing, buyer qualification, negotiation, diligence, contracts, and closing. The published industry examples span service, construction, transportation, manufacturing, property maintenance, fitness, remediation, and roofing businesses.
The owner should confirm the legal entity that would sign the engagement, the specific licensing basis, fee economics, exclusivity and termination provisions, buyer-screening procedures, and the level of support provided through diligence and closing. The cited pages do not establish these terms in full.[1][3][7]
What legal entity will sign the engagement agreement, and what specific Colorado license or registration supports the homepage's statement that the firm is licensed
What are the success fee, minimum fee, retainer, expense reimbursement, tail, exclusivity, and termination provisions
Which recent completed transactions can be substantiated with dates, values, buyer type, and seller references
What size transactions does Crestone Business Group handle?
The recently sold archive identifies completed transactions including a Colorado medical-device manufacturing supplier, a Colorado custom home builder serving mountain towns, a major Colorado towing business, commercial property maintenance, commercial landscaping, a Colorado Springs fitness center, disaster remediation, and roofing.
A current listing describes Colorado Aggregate Materials Transportation as an established Southern Colorado hauling company serving the Canon City, Pueblo, and Colorado Springs markets, with an asking price of $1,750,000.[7][8]
The buyer page states that Crestone Business Group specializes in mid-market business sales and acquisitions ranging from $250,000 to over $25,000,000. The firm also states that it offers smaller businesses for first-time owners and high-cash-flow opportunities for buyers and investors.[4]
Crestone Business Group markets business brokerage services in Colorado, including Colorado Springs, Denver, and Fort Collins. Its public descriptions state that it works with a wide range of Colorado business types and industries rather than limiting its brokerage to one sector.[1][6]
What does Crestone Business Group publicly disclose about fees and engagement terms?
The cited sell-side page does not publish a universal success-fee percentage, minimum fee, retainer, expense schedule, tail period, exclusivity term, or termination schedule.
The cited recently sold archive identifies sold-business examples but does not disclose buyer identities, closing dates, consideration terms, or transaction structures for those examples. The cited current transportation listing states that information is to be verified by the buyer and is not warranted by Crestone Business Group; that page does not identify the buyer, closing terms, or transaction structure.[3][7][8]
The firm’s homepage describes Crestone Business Group as a licensed full-service business brokerage firm and states that its brokers are members of the Colorado Association of Business Intermediaries.
The homepage does not identify the specific license type, issuing authority, license number, or separate legal-entity name. The about page likewise identifies the team but does not state the firm’s legal entity form, ownership percentage, regulatory registration number, or licensing authority.[1][2]
Crestone Business Group states that buyers are prescreened for financial fit and background and must sign nondisclosure agreements before receiving specific company information. Its stated sell-side process includes valuation, confidential marketing and advertising, buyer qualification, negotiation, due diligence, contracts, and closing support.[1][3]
Questions to ask before hiring Crestone Business Group
What legal entity will sign the engagement agreement, and what specific Colorado license or registration supports the homepage's statement that the firm is licensed?
What are the success fee, minimum fee, retainer, expense reimbursement, tail, exclusivity, and termination provisions?
Which recent completed transactions can be substantiated with dates, values, buyer type, and seller references?
How are valuation assumptions, add-backs, working capital, real estate, and debt treated in the engagement and transaction process?
What buyer screening, financing, confidentiality, diligence, and transition support will be provided?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Services / capabilities
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.