Twelve Points Business Advisors

Welcome To Twelve Points Business Advisors

Welcome to Twelve Points Business Advisors

A Personal Approach to Business Transactions

With the help of Twelve Points Business Advisors, business owners will be provided with a personal approach to their proposed business transactions. Whether it is going through a merger or selling to another business, the Twelve Points Business Advisor team will help evaluate and assess the feasibility of a transaction. They will work with business owners to develop a personal financial plan and represent them in the negotiation and closing process. Finally, business owners will be able to lean on their Twelve Points Business Advisor team to assist them with a successful transition.

Upcoming Webinar

Keep an eye out for more webinars from the Twelve Points Business Advisors team!
 

Our Team

Dave Clayman

AIF®, CPFA®, CMT®, C(K)P®, CPWA®, CEPA®
Co-Founder And CEO

Manny Frangiadakis

AIF®, CPFA®, CEPA®
Co-Founder And Principal

Phillip C. Thomas

Senior Business Advisor

Scott McDermott

Senior Business Advisor

Recent Blog Posts

Harvesting Value: What Dealership Owners Need to Know Before the Exit

After years of building your dealership—navigating inventory swings, motivating sales teams, and adapting to shifting consumer trends—the question becomes: How do you turn that success into lasting personal wealth? That...

Building Value in Your Auto Business

In the fast-paced, competitive world of the automotive industry, success is not just about driving revenue or increasing units in operation. It is about building a business that runs smoothly...