Clarity for Founders. Confidence for What’s Next.

You’ve built something from nothing. Now the real work begins - scaling smart, exiting well, and protecting what you’ve earned.

That’s where I come in.

I bring 32 years of experience advising founders and business owners through high-stakes financial transitions. I grew up in a family business with 25 stores across Texas, worked every job in it, and learned firsthand what it takes to grow, lead, and eventually let go.

At Pinnacle Wealth Advisory, I focus on:

1. Clarifying the Business Side
We uncover blind spots (financial) through business analysis and transition planning. Then we can bring in the right CFOs, CROs, and systems to scale or sell with confidence.

2. Structuring the Personal Side
From investment management to tax and estate planning, I align your personal wealth strategy with your long-term vision. My CIMA® certification reflects a rigorous standard of investment advice, financial planning, and fiduciary excellence - earned through intensive education, experience, and ongoing ethical commitment.

3. Guiding the Transition
Whether you’re preparing for an exit, generational succession, or just more time off, I help you make confident, tax-aware decisions...before, during, and after the transition.

My comprehensive approach includes business valuation analysis, tax planning modeling, succession planning, and post-sale wealth management. I collaborate with top-tier tax attorneys, CPAs, estate planning attorneys, and investment bankers to create customized solutions aligned with each client’s goals.

As a fiduciary advisor, I work solely in your best interest. My process integrates everything from complex tax modeling to legacy planning, always grounded in your goals and values.

If you’re a business owner thinking about what’s next, I’d be glad to talk.

Doug Greenberg

Customer Success, Executive Leadership | Strategy | M&A | Advocacy | Automation | SAP | Board of Directors

As a global tech & operations executive, I lead the IT strategy and execution key verticals: Finance, Human Resources, and Mergers and Acquisitions. With over 20 years of experience and direct leadership of teams in 12 countries, I have been fortunate to create a proven track record.  Delivering complex and high-impact projects that enhance efficiency, drive value, and foster innovation for the organization, as well as investing and building up those I am fortunate to collaborate and lead.

I am passionate about leveraging technology to solve business challenges and create opportunities for growth and improvement. I am also a diversity advocate and a community supporter, having contributed over 5000 hours of service to various non-profits. My mission is to use my leadership and expertise to make a positive difference in the world.

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The Battle

Doug Greenberg

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