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Embarking on a 35-year journey across audit, finance, accounting, and M&A advisory roles—from the halls of KPMG and Cox Enterprises to the varying and dynamic landscapes of Bennett Thrasher, EY, Frazier & Deeter and most recently, Grant Thornton—I discovered the heartbeat of Pinnacle M&A Advisors.
In the intricate dance with small, medium, and large enterprises, I sensed a symphony of unmet needs, especially within the SMB and family-owned business realm. This realization became the catalyst for my independent venture—Pinnacle. Breaking free from the cookie-cutter solutions, I yearned to craft an experience that resonated with your unique needs, not just mine.
Let’s delve into my story; click on the Services tab above to witness how Pinnacle is dedicated to curating services tailored precisely to your needs and aspirations. Also, explore below a few of our preferred service partners and additional professional resources to meet your needs in areas ranging from tax advisory to valuation to investment banking.
An M&A advisory firm who's team has spent their careers helping people buy and sell businesses.
A professional services firm that provides M&A tax advisory services in connection with all stages of the life cycle of a business (e.g., acquisitions, dispositions, and internal reorganizations).
An professional services firm that specializes in services for financial reporting, tax valuation, litigation support, succession planning and consulting.
A professional services firm delivering proven business valuation, financial advisory, and forensic analysis services.
An professional services CPA firm that specializes in managerial and forensic accounting.
A professional services CPA firm that offers wealth management, tax strategy, accounting and fractional CFO services.
An Atlanta-based investment banking firm that provides M&A, capital raising, and strategic advice to middle market and emerging growth companies.
An Atlanta-based boutique investment banking firm specializing in selling private, closely held, family-run or owner-founder-led businesses.
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