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:
• Keep/Sell Strategies
• Family Transfer Techniques
• Presale Planning
• Wealth Transfer and
• Preservation Strategies
• Estate Planning
• Tax and Risk Management
• 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:
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.