Our Founder

Casey Bates

With over 22 years of industry experience In delivering next generation wealth management, practice management, and business optimization services, Casey is a tenured professional with a performance history of leading change, developing relationships, and managing people in a way that drives business results.

Casey served as a Vice President and senior manager at Goldman Sachs Personal Financial Management. His primary focus was on the strategic design and management of GS PFM‘s organic, digital, and corporate related growth programs.

Prior to joining Goldman Sachs through its acquisition of United Capital in 2019, Casey spent over 12 years with UCFA taking part in the strategic development and build-out of the firm's operations, including the acquisition & integration department, virtual office, and field management teams.

A Colorado native, Casey made his way back to Denver 10 years ago and enjoys spending time with his son, playing golf, and exploring the Rocky Mountains.

schedule an appointment

Our Team

CSB Enterprises team of exceptional RIA consulting experts skilled in all areas of practice manageme

We are a group of highly experienced operators within the RIA space, with specific expertise in creating growth through M&A, the execution of partner integrations, and the strategic business operations of the Corporate RIA.

Areas of Expertise:

- Recruiting & Acquisition Pipeline Development

- M&A Deal Structure & Negotiations

- Due Diligence, Firm Analysis, & Valuations

- Partner Firm Transitions & Integrations

- Practice Management & RIA Firm Operations

- Investment Management & Platform Design

- Investment Operations & Virtual Office Support

- Field Management & Partner-Firm Relations

- Lead Gen & Organic Growth Programs

We are ready to help you and your team become TRANSACTION TRAINED and prepared for the next phase of SUCCESS

Learn more

Our Founder

Casey Bates

Our Team

This website uses cookies.