Pivot Advisors logo — Our business is helping you grow your business

Pivot Advisors

Our business is helping you grow your business

Founded 2008 United States Chicago, United States 8 employees Financial Services, Wealth Management

General Information

Company Name Pivot Advisors
Founded Year 2008
Location United States Chicago, United States +1
Employees 8
Industries Financial Services, Wealth Management
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About Pivot Advisors

Pivot Advisors is a financial services firm founded in 2008, specializing in accounting and tax within the lower middle market. Positioned as "Our business is helping you grow your business", the company targets high net worth business owners, offering sound financial reporting and compliance advice to minimize tax liability. Additionally, Pivot Advisors provides fairness opinions and supports clients and legal entities involved in litigation with expert testimony. The firm operates within the Financial Services and Wealth Management industries. With a focus on serving the needs of high net worth business owners, Pivot Advisors emphasizes the improvement of overall results in both business and personal life. This approach underscores their commitment to providing comprehensive financial solutions. Overall, Pivot Advisors demonstrates a strong understanding of the complex financial needs of high net worth individuals and the lower middle market. Their specialized services and support in legal matters position them as a valuable resource for individuals seeking expert financial guidance and compliance advice.

Taxonomy: Financial services, Accounting, Tax consulting, Mergers and acquisitions, Valuations, Turnaround and restructuring, Forensic accounting, Financial planning, Estate management, Debt restructuring, Expert testimony, Fairness opinions, Compliance advice, High net worth clients, Litigation support

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FAQ About Pivot Advisors

Our business is helping you grow your business
Pivot Advisors was founded in 2008.
Pivot Advisors is headquartered in Chicago, United States.
Pivot Advisors operates in the following industries: Financial Services, Wealth Management.
Pivot Advisors has approximately 8 employees.
Top alternatives and competitors to Pivot Advisors include Tax Matters, Pilot Partners, Rigby Financial Group, Farid Kanji & Associates, Tax App. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Pivot Advisors and Tax Matters are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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