Dave Liegakos
Montana's Small Business Wealth & Exit Strategy Experts
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Intrepid Financial Services Dave Liegakos
Polson, MT
Serving Clients Nationwide
Montana's Small Business Wealth & Exit Strategy Experts
Areas of Focus
- Employee Benefits
- Exit Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Dave Liegakos
Hi, I’m Dave Liegakos. My entrepreneurial journey started in 2017, facing the same challenges as many Montana small business owners—operations, cash flow, and tough decisions without a clear plan. I found traditional advice didn’t address real business struggles, so I built Intrepid to deliver practical, real-world solutions.Through hands-on experience and problem-solving, I learned what it takes to succeed as a business owner. Outdated, one-size-fits-all strategies don’t work—so Intrepid offers tailored guidance, business growth strategies, and actionable support for every stage of your journey.
At Intrepid, we use innovative, proven strategies—not generic templates—to help you overcome obstacles and grow with confidence. Whether you’re launching, scaling, or refining your business, I’m here to guide you through every challenge and opportunity.
I love living in Montana with my family and exploring the outdoors. Let’s work together to turn your business goals into reality—starting today.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- Certified Value Growth Advisor (CVGA)
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
213 1st St. W Suite 2, Polson, MT, United States, Montana
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory call. In your free initial consultation, we’ll discuss your business and financial goals, challenges, and what you want to achieve. We’ll review your current situation, explain how our services work, and see if we’re the right fit—no pressure, just expert guidance. I look forward to speaking with you.About Intrepid Financial Services
The Intrepid Way is your roadmap for Montana small business owners to grow business value, accelerate business growth, and boost net worth.We align your business goals with advanced wealth strategies for a secure future—supporting your exit strategy, succession planning, and long-term financial independence.
Whether you need business succession, cash flow optimization, or a tailored retirement plan, The Intrepid Way turns your business success into lasting personal wealth—on your terms.
How It Works
As your Montana business advisor, our proven process helps small business owners achieve financial growth, succession, and long-term wealth.
1️⃣ Trailhead
We begin with a strategy session to define your business goals, challenges, and vision – aligning our plan for your financial future.
2️⃣ Pick your path
We analyze your business cash flow, net worth, and valuation to map a custom path for growth, exit planning, and wealth building.
3️⃣ Begin the Journey
With your plan in motion, we guide you step-by-step toward your goals – tracking progress and adjusting for business success.
4️⃣ Reach the View
We celebrate your milestones, review your results, and set new targets—ensuring your business and personal wealth keep growing.
Education
University of Montana
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Entrepreneurs
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