Business Owners and their Advisors
Turn to Us

The Benchmark Group specializes in wealth transfer issues for business owners and affluent individuals. For over 15 years, we have successfully helped our clients preserve and transfer substantial business interests and investment assets by offering these individuals and their advisors:

Our process empowers the client to become an informed decision maker. We work in concert with the client’s attorneys and accountants every step of the way.

Our nationwide client base encompasses a wide spectrum of business enterprises.

Solving Complex Financial Problems 
Our expertise and in-house resources enable us to manage the multiple disciplines needed to develop and implement innovative, comprehensive solutions including:

Business Transition
• Keep/Sell Strategies
• Family Transfer Techniques
• Presale Planning

Estate Planning
• Maximize the transfer of wealth
• Minimize the tax implications

Investment Banking
• Mergers and acquisitions
• Recapitalizations
• Management Buyouts
• Strategic Advisory

Life Insurance Planning
• Needs Analysis
• Case Design
• Full Service Back Office Support

The Benchmark Group, Inc. is an independent Advisory firm and a registered Investment
Banking firm.

The Benchmark Group Advantage
We put our clients and their advisors first and listen before we act. We take the time to get to know your business and industry. Then, we provide value-added advice and service based on these core principles:

• Integrity
• Objectivity
• Leadership
• Service

We apply these principles with every client.

You're worked hard to build your business and we will work just as hard to help you get the most out of your business.