Kalamath Consulting Group

What Kalamath Consulting Group does

Kalamath Consulting Group (KCG) is a privately held, Denver, Colorado-headquartered professional services firm that provides personalized exit planning and business transition advisory to private business owners across the United States. The firm serves founders and owners of closely-held businesses seeking to transition out via third-party sale, transfer to insiders (employees, family, co-owners), ESOP, or other liquidity paths, typically owners with significant value tied up in their companies. Services are delivered through a structured five-step engagement methodology (Discover, Plan, Present, Implement, Review) tied to a Seven-Step Exit Planning Process, and explicitly exclude the sale of insurance, wealth management, or other financial products — positioning KCG as a conflict-free coordinator of the owner's broader advisory team (legal, financial, tax, broker, CPA).

KCG operates with a 1-10 employee footprint and a documented leadership team of two: founder Fletcher Brown and Exit Planning Director John Brown. The firm claims 500+ cumulative successful business owner transitions as its primary scale metric, and self-positions as 'the national leader in business transition planning' despite a single physical office at 3461 Ringsby CT, Denver, CO 80216. Published case studies span electrical contracting, digital marketing, architecture, commercial construction, auto dealership, and trucking, with documented EBITDA lifts of 2-3x across engagements.

The go-to-market is consultative and relationship-driven. New client acquisition flows through (a) inbound website intake via a 'Get Started' page, (b) a free 30-minute initial consultation to assess fit, (c) referrals from financial planners, business brokers, CPAs, and P&C advisors, and (d) long-form content (categorized resource library, blog, email newsletter, social profiles on LinkedIn/Facebook/YouTube/Instagram). Pricing is custom and undisclosed; revenue is generated through professional services fees on multi-step engagements. The firm has no disclosed technology platform, no proprietary software, no external funding, and no parent organization.

Name

Kalamath Consulting Group

Legal name

Kalamath Consulting Group

Website

https://kalamathconsultinggroup.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Kalamath Consulting Group is a Denver-based, private advisory firm providing personalized exit planning and business transition consulting to closely-held business owners across the United States, using a structured five-step methodology and coordinating each owner's legal, financial, and tax advisors.

Ownership category

akta.pro rank

Product category

Exit Planning Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Succession & Exit Planning (Owner Exit Readiness) (FSAEAIAF)

akta.pro secondary industries

Lower Middle-Market Business Brokerage (FSAEAIAB), Main Street Business Brokerage (SMB/Owner-Operated) (FSAEAIAA), Operations & Process Improvement Consulting (BPAHACAB)

Keywords

• Exit planning consulting
• Business transition advisory
• Succession planning services
• Business valuation advisory
• ESOP structuring services

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Exit Planning Advisory Services: Kalamath Consulting Group generates revenue through professional consulting engagements with business owners seeking exit planning services. Engagements are personalized and involve a multi-step process (Discover, Plan, Present, Implement, Review). The firm explicitly states it does not sell insurance, wealth management, or other financial services products — it acts purely as an exit planning advisor coordinating with the client's existing team of advisors.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Kalamath Consulting Group provides personalized exit planning and business transition consulting to private business owners. Engagements follow a proprietary five-step methodology (Discover, Plan, Present, Implement, Review) and culminate in executed exits via third-party sales, insider transfers (family, employees, ESOP), or formal business continuity planning. The firm coordinates with the owner's existing advisory team rather than displacing it.

Product overview

Kalamath Consulting Group is a business exit planning consulting firm offering personalized advisory services to help business owners transition out of their businesses. The company provides a structured five-step process (Discover, Plan, Present, Implement, Review) to help owners clarify their vision, unlock business value, and execute exit strategies. Services include exit objectives planning, business value maximization, third-party sales, insider transfers (family, key employees, ESOP), business continuity planning, and personal wealth and estate planning. The firm is headquartered in Denver, Colorado, and has helped over 500 business owners with transitions.

Differentiator

Problem solved

Functional benefit

Products and services

• Exit Planning and Business Transition Advisory

Quantifiable outcome

• 500+ successful business owner transitions
• +2 more outcomes

Named customers6 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Acclaro: An exit planning and M&A advisory firm helping private business owners prepare for and execute transitions. Closely comparable to KCG in pure-play exit advisory focus and owner-centric methodology.
• Generational Equity: A lower middle-market M&A advisory firm specializing in selling private businesses, including exit planning preparation, valuation, and buyer matching. Comparable to KCG in serving owners approaching a third-party exit, though it operates primarily as a transaction intermediary.
• B2B CFO Partners: A national network of CFO-level advisors serving private, owner-operated businesses with exit readiness, value building, and transition advisory services. Highly comparable to KCG in serving closely-held business owners on exit and transition planning.
• Exit Planning Institute (EPI): The leading educator and credentialing body for exit planning advisors (CExP designation), as well as a community of practitioners delivering exit planning services. Directly comparable to KCG as both a thought leader and competitor in owner exit advisory.
• The Value Builder System (John Warrillow): A SaaS-enabled exit readiness platform built around improving business valuation prior to sale, widely used by advisors serving owner-operators. Comparable to KCG in focusing on pre-exit value maximization, but differentiated by its tech-enabled, scalable platform.
• Strategic Planning Associates: An exit planning and business transition consultancy serving private, owner-operated companies. Comparable to KCG in helping owners maximize value and execute transitions on personalized terms.
• Halbert Hargrove (Halbert Wealth): A wealth management firm with a dedicated exit planning practice serving closely-held business owners approaching transition. Comparable to KCG in exit advisory focus, though it is also a registered investment adviser selling wealth management products.
• ROI Business Advisors: A consulting firm specializing in exit planning, value building, and transition advisory for closely-held businesses. Directly comparable to KCG's owner-centric exit readiness services and structured engagement approach.

Emerging players

• Cornerstone Business Services: A smaller advisory firm offering exit planning and transition services to private business owners. Comparable to KCG's owner-centric exit advisory focus, though with a more limited geographic footprint and brand presence.
• Sun Acquisitions (M&A Advisory): An M&A intermediary for lower middle-market businesses that also assists owners with pre-sale preparation. Adjacent to KCG in exit-related services, though its primary business is transaction brokerage rather than structured exit planning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/kalamath-consulting-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kalamath Consulting Group