3 Lines of Service
This coordinated approach helps our business owner clients create a thriving, more transferable business.
#1 - Wealth Management
Personal Planning
- Financial Planning
- Strategy
- Advisory
- Governance
Business Planning
- Entity
- Employee Benefits
- Executive Compensation
- Business Succession
#2 - Consulting
- Working to grow the Value of the Business
- Company Products, Pricing
- Selling Process, Market Strategy
- Quality of Financial Systems
- CRM
- Comparable Transactions
- Market Research
- Market Potential
- Is Money Entering the Industry?
- Option Analysis
- P.E.G.s
- Growth
#3 - Exiting* (Transactions)
- Market Multiples
- Buyer Research and Identification
- Marketing to Buyers
- Confidential Memoranda
- Buyer Qualifications
- Synergy / Pricing Analysis
- Internal Transfers; MBO, ESOP Negotiation
- Transaction Documents
- Closing
*Services offered through Pinnacle Equity Solutions. Pinnacle Equity Solutions, Integrated Financial Partners and LPL Financial are separate entities.