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Business Advisory

What We Do

A Step Ahead

Starting and growing a business is one of the greatest sources of generational wealth creation. We help our clients grow, preserve and pass on their business to the next stewards while also creating a new future for their family.

 

We start working with clients years before a sale takes place to plan, enhance and grow their businesses. Early planning is crucial as the transition process can take up to two years from decision to closure.

Photo of a man reviewing post-it notes on a board

Retirement Plans

  • Key employee retention
  • Executive compensation
  • Reduction of risk
  • Increased choices

Professional Services

  • Valuation and forecasting
  • Profitability and optimization
  • Fractional investment banking
  • M&A Advisory

Visit the Pasadena Private Strategic Advisors website for more information.

Lending and Credit

  • Evaluation of current partners
  • Debt restructuring advisory
  • In house credit solutions
  • Special situation financing

Visit the Pasadena Private Lending website for more information.

Photo of a relay runner about to start a race
What We Do

Transition Planning for Enhanced Value

Businesses are built over time with care and planning. Why should your exit be any different? Our focus is making sure your company is ready to be sold before the first offer comes in. We ensure your goals are met and the legacy you have created continues to live on.

 

  • Create a plan to maximize your company value ahead of any outside discussions
  • Review and prioritize changes to your current legacy planning alongside your trusted advisors
  • Identify tax optimization strategies to reduce your tax burden and increase your impact
  • Make your transaction proceeds count: new ventures, passion projects, active retirement
Photo of Pasadena Private Wealth Team Member Iain Whyte
``We founded Pasadena Private Wealth to be present alongside our entrepreneur clients during every step of their journey. Selling the business is probably the biggest financial decision they will ever make in their lives and we will stand ready to shoulder this intensive process with them.``

Iain A. Whyte, Chairman, Managing Partner

Time is a precious commodity. Maximize yours with specialists who understand your unique needs. Contact Pasadena Private Wealth today.