Your plan, timeline, and cost. All clear before you commit.

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

Meet with Phillip See the process
40+ Owners advised
through exits
$3.2M Avg tax exposure
addressed
20+ yrs Advanced planning
experience

What our clients say about PinPoint

Tax planning

“Phillip mapped out the tax on our sale before we signed anything. No surprises at closing, and every number was on the table in week one.”

James HollowayBusiness Owner
Wealth management

“Concentrated stock had us stuck for years. The plan unwound the position on a clear timeline without the tax hit we feared.”

Maria DelgadoFounder & CEO
Business advisory

“One point of contact who actually coordinates the accountants and the attorneys. The four-week process did exactly what it promised.”

Robert ChenManaging Partner
Legal services

“Our CPA vetted the structure line by line and found nothing to push back on. Flat fees meant we always knew where we stood.”

Sarah WhitfieldAngel Investor
Tax planning

“We knew the cost, the process, and the outcome before we committed. That clarity is the reason we picked PinPoint.”

Drew SullivanCEO, Northbound
Business advisory

“Selling the company was the biggest decision of my life. Having a published plan in front of me made it feel manageable.”

Taylor BrooksPrincipal, Vela Group
Hear from PinPoint
founder, Phillip