A Full Service Business Consulting Firm specializing in succession and retirement planning, dedicated to providing every client with individualized Financial Solutions. We combine a team approach that combines knowledge and experience to help our customers: Tax planning, Business Brokerage, Capital…
A Full Service Business Consulting Firm specializing in succession and retirement planning, dedicated to providing every client with individualized Financial Solutions. We combine a team approach that combines knowledge and experience to help our customers: Tax planning, Business Brokerage, Capital Raising, Acquisition Analysis, ESOP Trust and Legal management, Business and Asset Valuations and Risk Management.
Given the complexities of the financial and business market place, taking organized steps toward financial freedom is critical when bringing together your team of professionals. We pride ourselves on the fact that we will guide you on your journey to achieve your goals. We strive to guide our customers through retirement, succession and business planning.
Team (2)
Recent Transactions (1)
Pathfinder USA
Transportation Infrastructure Services
Advised
Anonymous
in securing debt financing from
Anonymous
April 2024
Sectors Pathfinder USA serves:
Financial Services
Industrials
Manufacturing
Health Care
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