Strategic Alliance Partners.

EO Utah's Strategic Alliance Partners bring practical expertise to entrepreneurs in Utah: sharp thinking, trusted resources, and founder-relevant education members can use in the business.

Expertise for founder-level decisions.

Browse the partners who support EO Utah members across ownership, sales, banking, HR, benefits, strategy, and the decisions that get harder as the business grows.

01Cooper Norman logo
Accounting and Ownership Strategy

Cooper Norman

Accounting, audit, bookkeeping, tax, and transition guidance for founders weighing capital, acquisition, succession, and the real cost of waiting.

audit and assurancebookkeepingtax strategybusiness transition planning
02Sandler Training logo
Sales Leadership

Sandler Training

Sales training and leadership development for founders building a repeatable revenue system instead of relying on heroic sales effort.

prospectingsales leadershipstrategic accountsnegotiation
03Business Sales Group logo
Mergers and Acquisitions

Business Sales Group

M&A advisory for founders thinking about value drivers, unsolicited offers, LOIs, timing, and the path to a better exit.

exit planningbusiness valuationLOI negotiationvalue drivers
04Andina Family Offices logo
Wealth Management

Andina Family Offices

Family-office planning for business owners preparing for liquidity, wealth transfer, advanced tax planning, and long-term stewardship.

business exitsestate planninginvestment managementlegacy planning
05Tenfold Advisors logo
Strategy and Talent

Tenfold Advisors

Business strategy, category creation, hiring, and leadership counsel for founders who want a clearer operating rhythm and stronger team.

A-player hiringstrategyKPIs and prioritiesleadership team health
06Bank of America logo
Banking and Capital

Bank of America

Commercial banking perspective for founders navigating acquisition financing, SBA lending, fraud risk, liquidity, and real estate financing.

commercial bankingSBA lendingacquisition financingfraud prevention
07Elevated Employee Group logo
Payroll, HR, and Benefits

Elevated Employee Group

Payroll, HR, PEO, and benefits strategy for founders who want options before renewals, payroll pressure, and plan design take over.

health insurancePEO strategypayrollHR operations
08USI Insurance Services logo
Insurance and Risk Management

USI Insurance Services

Insurance and risk-management perspective for founders reviewing coverage, liability, employee benefits, and the exposures that change as a company grows.

commercial insurancerisk managementliability coverageemployee benefits

Find the right expertise before the problem gets expensive.

The best partner content should feel like a useful conversation with someone who has seen the issue before. As new SAP articles, videos, and event resources are published, this page will connect members directly to the right learning library pieces.

Ownership, tax, and exits

Business transition planning, M&A readiness, valuation, tax strategy, estate planning, and liquidity decisions.

Sales, strategy, and growth

Sales leadership, category creation, strategic accounts, negotiation, scorecards, priorities, and operating rhythm.

Banking, capital, and risk

Commercial banking, SBA lending, acquisition financing, fraud prevention, insurance, and risk coverage.

People, HR, and benefits

Hiring, benefits, payroll, PEO strategy, team health, and the operating decisions that shape the employee experience.