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

Update Your Buy-Sell Now – The Dealer’s Airbag Against the Five Ds

As advisors focused on the auto retail industry, we see the same pattern over and over: a dealership has a buy-sell agreement or “succession plan” that looked fine years ago—until...

Driving Success with Pooled Employer Plans

In today’s competitive auto retail industry, attracting and retaining top talent is just as important as moving vehicles off the lot. Dealerships invest heavily in marketing, inventory management, and customer...