Pivot Advisors

Our business is helping you grow your business

General Information
Company Name
Pivot Advisors
Founded Year
2008
Location (Offices)
Chicago, United States +1
Founders / Decision Makers
Number of Employees
8
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Pivot Advisors - Company Profile

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.

Taxonomy: Financial services, Accounting, Tax consulting, Mergers and acquisitions, Valuations, Turnaround and restructuring, Forensic accounting, Financial planning, Estate management, Debt restructuring, Expert testimony, Fairness opinions, Compliance advice, High net worth clients, Litigation support

Funding Rounds & Investors of Pivot Advisors (0)

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There is no investment information

Latest News of Pivot Advisors

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