(856) 784-3000     

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Business Owners
and their Advisors Turn to Us

A boutique investment banking and business transition planning firm, The Benchmark Group has successfully helped hundreds of clients preserve and transfer substantial business interests and investment assets by offering these individuals and their advisors:

  • Objective, comprehensive analysis of their current situation
  • Innovative solutions to financial objectives
  • Leadership and guidance to implement strategies

Better Information Leads to Better Decisions
Our multi-disciplinary process empowers clients to become informed decision makers. We work in concert with our clients’ attorneys and accountants every step of the way. Our advice focuses on helping clients understand their options so they can make the best decisions for themselves, their business, and their families.

Our nationwide client base encompasses a wide spectrum of business enterprises.

What Our Clients
And Their Advisors Are Saying

Our clients and their advisors endorse us because they see the value we provide by putting the client first and listening before we act. We take the time to get to know their business and their industry. With this knowledge, we provide the value-added service needed to identify and close any gaps in their financial plan.

Creating Financial Solutions
Our expertise and in-house resources enable us to manage the multiple disciplines needed to develop and implement innovative, comprehensive solutions, including:

Business Transition
Keep/Sell Strategies
Family Transfer Techniques
Presale Planning

Private Wealth

Wealth Transfer and
Preservation Strategies

Estate Planning
Tax and Risk Management

Investment Banking
Mergers and Acquisitions
Management Buyouts
Strategic Advisory

Life Insurance Planning
Needs Analysis
Case Design
Full -Service Back Office Support

The Benchmark Group, Inc. is an independent Advisory firm and a registered Investment Banking firm.

The Benchmark Group Advantage
We put our clients and their advisors first, and listen before we act. We take the time to get to know your business and your industry. Then, we provide value-added advice and service based on these core principles:

  • Integrity
  • Objectivity
  • Leadership
  • Service

Each business is unique and we provide the required resources to help you obtain maximum shareholder value. You’ve worked hard to build your business and we will work just as hard to realize its potential.

No Obligation Analysis
At The Benchmark Group, we are committed to helping you get the most out of your business. Contact us today at
856-784-3000 or email us rfederico@thebenchmarkgroup.net

Advisory Services are offered through Benchmark Group RIA Services, LLC.

The Benchmark Group, Inc. 1520 NJ-38, Cherry Hill, NJ 08002 | (856) 784-3000 | Fax (856)784-9800

Copyright © The Benchmark Group, Inc.