Doug Greenberg, CIMA®'s Linkedin Analytics

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.