Who We Are
We are Seasoned Entrepreneurs and Subject Matter Experts providing multi-disciplinary business training to Entrepreneurs and Business Owners, helping to create more self-reliant businesses with greater cash flow, greater value, stronger relationships and better exit strategies.
Susan is the founder and CEO of Balcomb Financial Associates. Her goal is to help her clients build their businesses in an organized, focused and well thought-out manner that includes decreasing taxes, maximizing profits, and achieving organic and sustainable growth. Specializing in tax planning, she also provides strategic financial planning, business model development, and exit planning for all sizes of businesses.
Having served on various nonprofit boards and being an investor in other businesses, she is already helping business owners strategize their business to get them moving to the next level.
Susan is a Colorado native , and graduated with a Bachelor's of Science in Business Administration from the University of Colorado in Colorado Springs. She has also acquired the following certifications: Public Accredited Business Accountant (ABA), Certified Exit Planning, (CEP), Enrolled Agent Tax Accountant (EA), Certified Break Through Strategies (BTS)
As the President of Quist Valuation, Shina Culberson brings over two decades of financial and valuation experience to her leadership and guidance of the firm. Ms. Culberson specializes in business and securities valuation engagements for corporate finance, financial reporting and tax purposes. Ms. Culberson has participated in hundreds of valuation engagements for public and privately held companies in a number of industries including financial services, technology, consumer products, healthcare, oil and gas and entertainment.
Ms. Culberson graduated with a bachelor’s degree in Economics from Claremont McKenna College and holds the CFA designation. Ms. Culberson sits on the Advisory Board for Colorado Thought Leadership Forum and is a member of the Society of Analysts in Denver.
Jeff has been in the insurance industry for 35 years. In that time he has worked for Nationally recognized corporations and owned his own brokerage. In 1990 Jeff became a Founding Partner of One Point Business & Insurance Services where he focuses on Sales Management and is responsible for the day to day operations.
Jeff is a 6-time entrepreneur, having owned an eclectic range of businesses from Boutiques to Distribution. He is also the National Account Executive for Cost Segregation Services Inc. (CSSI) a company that works with business owners to reduce their income taxes.
Jeff has a Bachelor of Science from Cal State Hayward and knowledge from numerous business ventures. He has been assisting business owners for over 35 years and has the personal skills that translate his knowledge to those who wish to learn. When not working Jeff enjoys Competitive Tennis, travel and his grandchildren.