Your plan, your timeline, and your cost. Clear before you commit.

40 owners guided through liquidity events. Flat, published fees. A four-week process you can see before you commit.

40+ Owners advised
through exits
$3.2M Avg tax exposure
addressed
20+ yrs Advanced planning
experience
PinPoint's owner-led wins

Meet the owners who trust PinPoint to navigate their exit

"It's important to find a partner with deep expertise, like PinPoint, who you can trust to source and diligence high-integrity outcomes."

David Reinhardt Founder & former CEO
David Reinhardt, Founder and former CEO of Meridian

"With PinPoint's support we chose a four-week engagement, providing certainty to the sale process and to our family's future."

Elena Marchetti Chief Financial Officer
Elena Marchetti, Chief Financial Officer of Oakline

"The plan did exactly what it promised, on the timeline it promised. Every fee was on the table in week one — zero surprises."

James Whitfield Managing Partner
James Whitfield, Managing Partner at Halsted Co.

"One point of contact who actually coordinates the attorneys and the accountants. We knew the cost and the outcome before we committed."

Marcus Feldt Principal & Owner
Marcus Feldt, Principal and Owner of Vela Group