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

Supercharge Your Retirement – Cash Balance Plans for Dealer Principals

As a successful automotive dealer principal, you have fine-tuned every part of your operation — from inventory management to customer satisfaction, marketing to manufacturer relationships. But one critical system might...

Exiting an Automotive Business – Mastering the CEPA Manage Phase

Exiting an automotive business—whether it is a dealership, body shop, or aftermarket operation—requires more than just putting up a “For Sale” sign or entertaining offers. A successful transition demands a...