Pivot Advisors is a financial services firm founded in 2008, specializing in accounting and tax within the lower middle market. Positioned as "Our business is helping you grow your business", the company targets high net worth business owners, offering sound financial reporting and compliance advice to minimize tax liability. Additionally, Pivot Advisors provides fairness opinions and supports clients and legal entities involved in litigation with expert testimony. The firm operates within the Financial Services and Wealth Management industries. With a focus on serving the needs of high net worth business owners, Pivot Advisors emphasizes the improvement of overall results in both business and personal life. This approach underscores their commitment to providing comprehensive financial solutions. Overall, Pivot Advisors demonstrates a strong understanding of the complex financial needs of high net worth individuals and the lower middle market. Their specialized services and support in legal matters position them as a valuable resource for individuals seeking expert financial guidance and compliance advice.
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