OWN YOUR OWNERSHIP

 

financial analysis & forecasting - for business owners

Is your business giving you the freedom you envisioned?
Get unstuck and make your business work for you.

 
 
 
 

pendleton street business advisors

WE FIX BUSINESS
FINANCE Headaches.

 

better data, better decisions

We run the numbers, and give you the insights to take control of your business.

As a business owner, you make tough decisions every day, but it can be hard to know if you're making the right decisions to achieve your goals. We can help.​

→ DEBT

→ EQUITY

→ OWNER WEALTH

→ WHAT IF

→ SELL

 

If any of these feel familiar, we can help.

  • Should I invest in new equipment, or finally take that vacation we've been waiting for?

  • I'm ready to retire. Should I sell internally to my team or hold out for an investor?

  • My kid is going to college. Who should get the loan? Me, my daughter, or my business?

  • I'm starting to receive offers to buy my business. How do I know what it's really worth?

  • I used to love running this business, now I feel like it is running me. I just feel stuck.

 

DON’T JUST TAKE OUR WORD FOR IT…

 
 
“Having a non-family mediator in the room during family business conversations helps us sharpen our ideas, make clear decisions, and keep moving forward.​”
— 4th Generation Business Owner

Make work, work for YOU.

 

TELL US WHERE
YOU’RE STUCK.

We do our best problem solving when we know everything we can about your business, your goals, and where you want to be. It all starts with a conversation.

 

WE RUN THE
REAL NUMBERS.

We can help you align your personal and professional goals, so your business becomes an asset that works for you. We do the math no one else can do.

 

YOU GET MORE
& STRESS LESS.

We’re here for the long haul, guiding you with systems and metrics to reach your goals, and making sure your business is no longer a burden.

 

LONGER HAIR,
MORE EXPERIENCE,
BETTER RESULTS.​

John H. Barnes, CFP®​FOUNDER & CEO​