Coordinating business owners’ personal, financial and business plans.
At Twelve Points, we guide business owners to move beyond reactive decision-making and into a future that is fully aligned with what matters most - your values, your relationships, and your legacy.
Whether you're preparing for succession, scaling your company, or thinking about the next chapter, we meet you with honesty, clarity, and deep strategic expertise. Our role is to challenge your thinking, expand your perspective, and deliver the tools to move forward with confidence. You don’t just get a plan - you get a leadership partner who sees the whole picture and helps you live it. With us, freedom becomes more than a concept - it becomes a clear and achievable reality.
Business
Valuation
Many business owners misjudge their company’s value, risking costly mistakes at exit. Twelve Points delivers expert, data-backed valuations that reflect the true worth of your business, including key intangible assets.
Value
Enhancement
Twelve Points helps business owners boost company value through proven strategies like competitor analysis, client reviews, and marketing improvements – maximizing future sale potential.
Growth
Consulting
Accelerate growth and increase business value with strategies tailored to your industry and goals. Twelve Points helps privately held companies identify opportunities, overcome challenges, and drive sustainable success.
Business owners who believe that legacy is lived, not left.
We help owners understand that their true legacy is written in the emotions and experiences they create – in how every client, employee, and community member feels because of them. We believe legacy is not some intangible future but is a result of how you live and work every day.
Previous experience in automotive, construction, health and wellness, manufacturing and food distribution allows our team to provide specific industry insight along with our financial and planning expertise.
Through our expertise we position construction companies for long-term success in a competitive and evolving industry.
Our goal is to optimize their businesses for higher valuations in an increasingly competitive landscape.
We also provide the strategic guidance needed to scale profitably and prepare for sale or transition.
We enhance market positioning, improve financial performance, and create a clear roadmap for sustainable growth or exit.
Our focus is on maximizing enterprise value in a dynamic and competitive marketplace.
*Please Note: Limitations. Neither publications in, or acknowledgments by, any type of media, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services. No such publication should be construed as a current or past endorsement of Twelve Points Wealth by any of its clients.
With the Twelve Points team, you don’t just get a plan – you get a leadership partner who sees the whole picture and helps you live it.
An asterisk (*) indicates a required field.
