Creating successful ownership transition and exit strategies for professionals and owners of closely-held businesses.
 
We work with a number of lending institutions, attorneys, public accountants and valuation specialists. These individuals are on call to support your needs. In most cases, we will also work with you advisor if you already have a relationship with one.

Affiliates
Pivotal Financial Group has aligned itself with the leading insurance carriers and benefit administrators in the country. In today's economic climate, you can feel more confient that your money is backed by the most fiscally sound carriers available. These companies have earned the best financial ratings by independent surveyors.


Lending Institutions
We work with a number of lenders, both locally and nationally, in order to provide our clients with the best solutions for funding their benefits at the lowest interest cost. This service is available for companies that wish to pre-fund a substantial retirement benefit to owners. 

Strategic Partners
In an effort to provide the best possible service to our clients, Pivotal Financial Group has formed strategic partnerships with CPAs, Attorneys, insurance companies and agents. If you would like to learn more about the benefits of becoming part of the Pivotal team, Please
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