Pendleton Street Business Advisors

Becoming A Client

 

Navigating complex business milestones with an ally and confidante.

 
 

Hiring advisors might be standard practice for your business, or it could be all-new territory. Either way, it’s a big decision. Our financial advisory is exclusively designed for middle-market business owners facing crucial moments. Let’s determine together if our experience and approach match your needs.

 
 

OUR ADVISORY APPROACH

 
 

Structured advisory services based upon your stage of business.

Business valuation targets, growth financing, exits and succession plans – none of these matter until we understand your specific visions and objectives.

Our conversational process paired with deep financial analyses shed light on the short term and long term opportunities for your business.

 
 
PST_Graphics_GriddedLine.png
 
 


Your First 90 Days WITH US

Most clients find it helpful to schedule an introductory meeting and walk through what their first ninety days would look like with us. It’s an ideal starting place for us both, and lets you get a feel for our philosophy and the advisory approach of our firm.

 

USE THE FORM -OR- CONTACT US DIRECTLY:

John Barnes, CFP

CO–FOUNDER & CEO

E:   jbarnes@pstadvisors.com
P:  (803) 799-1301



 
 
PST_Graphics_GriddedLine.png



ADVISORY SCENARIOS

 

Each client’s engagement with us is tailored to the unique situations facing their business.

 
 
Takeoff-Round.png

TAKEOFF CLIENT

• Eager to maximize earnings and retained equity
• Must ensure present growth trajectory is sustainable
• Dreams of an eight-figure exit within five to ten years

We optimize financials and business valuation variables.

 
 
 
Elevation-Round.png


ELEVATION CLIENT

• Considering a merger for enhanced market share
• Requires smart capital to fund new assets and personnel
• Worries that additional debt introduces unacceptable risks

We evaluate the best options for long-term value and leverage.

 
 
 
Landing-Round.png


LANDING CLIENT

• Needs to evaluate internal succession versus selling to a third-party
• Seeking insight into how their exit timing will impact personal finances
• Lacks experience in negotiating an acquiring buyer’s demands

We oversee exit transactions to preserve investable wealth.

 
 
 





Progress. Performance. Peace of Mind.

By intentionally controlling how much your business is worth to future to prospective buyers, you can create financial stability and predictable growth. Over time – this transforms all your hard work into true wealth.