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Pinnacle M&A Advisors, LLC

Signed in as:

filler@godaddy.com

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  • FAQ
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My Story - Why Pinnacle?

Why Pinnacle M&A Advisors?


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.

Preferred partners and Professional Resources

Cayne Crossing

M&A Tax Solutions

M&A Tax Solutions

An M&A advisory firm who's team has spent their careers helping people buy and sell businesses.

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M&A Tax Solutions

M&A Tax Solutions

M&A Tax Solutions

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).

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Sofer Advisors

M&A Tax Solutions

Censeo Advisors

An professional services firm that specializes in services for financial reporting, tax valuation, litigation support, succession planning and consulting.

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Censeo Advisors

Censeo Advisors

Censeo Advisors

A professional services firm delivering proven business valuation, financial advisory, and forensic analysis services.

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JE Moore

Censeo Advisors

Agate CPA

An professional services CPA firm that specializes in managerial and forensic accounting. 

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Agate CPA

Censeo Advisors

Agate CPA

A professional services CPA firm that offers wealth management, tax strategy, accounting and fractional CFO services.

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Croft and Bender

Bravaldo Capital Advisors

Bravaldo Capital Advisors

An Atlanta-based investment banking firm that provides M&A, capital raising, and strategic advice to middle market and emerging growth companies.

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Bravaldo Capital Advisors

Bravaldo Capital Advisors

Bravaldo Capital Advisors

An Atlanta-based boutique investment banking firm specializing in selling private, closely held, family-run or owner-founder-led businesses. 

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