Transaction + Business Advisory Services
Business advisors who support you through it all
Wherever you see a successful business, you see where someone once made a courageous decision.
Facing Challenges, Opportunities and Goals
A fresh, objective perspective backed by expertise in your specific industry.
We help business owners address the unique challenges facing them and take advantage of new growth opportunities to accomplish their short and long-term goals. The essence of our business advisory services is to provide timely and useful information that leads to real and lasting solutions and help your business rise to the challenges of a complex global economy, leveraging opportunities that increase profitability and the overall value of your business. Our consultants are innovators, troubleshooters and problem solvers ready to help you achieve success.
Business advisory services:
- Business succession planning
- Valuation services
- Benchmarking and financial metrics
- Acquisition and transaction support
- Organizational development consulting
- Business strategy and planning
- Operational reviews
- Board effectiveness and planning
- Business process improvement
- Benchmarking and performance criteria
- Financial projections, models and budgets
What We Do
Business Valuation Advisors
Are you buying a business, adding an owner or considering a sale? Let us help determine the value of your business.
Business Transition Advisors
One day, the business you've built will be transitioned to new owners. Do you have a plan?
M&A Advisors
Mergers and acquisitions are often once-in-a-lifetime transactions. A trusted partner with years of experience is key.
Due Diligence + Quality of Earnings
Are you buying or investing in a company and want to ensure the quality of the financial information?
Meet Our Professionals
Partner
Carl Pinkard, CFP®, CEPA®
Aldrich Wealth LP
Since 2002, Carl has specialized in working with high-net-worth families and business owners, providing financial planning and consulting services. As a Certified Exit Planning Advisor (CEPA), he spends time with our clients as they prepare their businesses for a transition and helps them plan for the impact that will have on their personal financial goals…. Read more Carl Pinkard, CFP®, CEPA®
Carl's Specialization
- Business owners
- High-net worth families and individuals
- Certified Financial Planner™
- Certified Exit Planning Advisor (CEPA®)
- Medical practitioners
- Financial planning and consulting services
Business Advisory Insights
Looking for support or have a question?
Contact us to speak with one of our advisors.
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