Transaction + Business Advisory Services

Overhead view of three business advisors assisting a client with a transaction in a wide open, indoor space.

Business advisors who support you through it all

Wherever you see a successful business, you see where someone once made a courageous decision.

A pile of papers with images and text on a wooden table with a white cup of coffee on a saucer, a pen, and a pair of black glasses.
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
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
Connect with Carl
Carl Pinkard's headshot in black and white in office space.
Business Advisory Insights
Choosing the Best Phone System for Your Business

Responding to Unsolicited Offers and Inquiries: Why One-on-One Conversations with a Prospective Buyer Can Potentially Be Harmful

Business owners shake hands after negotiating and external sale
Selling Your Business: How the Right Team Can Help Maximize Your Return
Two people meeting across a table, as Aldrich's Eric Seifert recommends for all businesses to finish their year strong.
Five Key Year-End Tips for Business Owners from Aldrich’s Eric Seifert, Partner
Two certified succession planners and a client in a brightly lit office working on a transition plan.
Traps in Transactions: Four Ways Owners Can Maximize the Value of Their Business During a Sale

Looking for support or have a question?

Contact us to speak with one of our advisors.

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