In this episode of The Faces of Business, Doug Greenberg, CIMA®, Principal Wealth Advisor at Pinnacle Wealth Advisory, shares insights on how strategic scaling and operational readiness can boost your business's value before a sale. Doug will discuss financial planning and structuring techniques to help you achieve the highest valuation for your business.
Doug brings over 30 years of financial expertise, guiding business owners through complex wealth management strategies. His dedication to building enduring relationships and delivering personalized financial solutions has earned him accolades like Barron’s Top Advisor Rankings and recognition as a Forbes Best-in-State Wealth Advisor. At Pinnacle Wealth Advisory, Doug leads a client-centric firm that integrates wealth, tax, and estate planning into cohesive, impactful strategies.
Check out the Blog post here: Scaling for the Sale: Preparing Your Business to Maximize Value
Thanks for taking the time to listen today.
Find Damon Pistulka on LinkedIn talking about life & building businesses you can sell or succeed.
On Twitter as @dpistulka with inspiration and sharing thoughts.
Find out more about Damon when he's not working. @damonpistulka on Instagram, or Damon Pistulka on Facebook.
More information on building businesses you can sell or succeed and the Exit Your Way method on our website
View our blog page for this episode here.
Email us for more information info@exityourway.com
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