and their Advisors Turn to Us A boutique investment banking and business transition planning firm, The Benchmark Group has successfully helped hundreds of clients preserve and transfer substantial business interests and investment assets by offering these individuals and their advisors:
Objective, comprehensive analysis of their current situation
Innovative solutions to financial objectives
Leadership and guidance to implement strategies
Better Information Leads to Better Decisions Our multi-disciplinary process empowers clients to become informed decision makers. We work in concert with our clients’ attorneys and accountants every step of the way. Our advice focuses on helping clients understand their options so they can make the best decisions for themselves, their business, and their families.
Our nationwide client base encompasses a wide spectrum of business enterprises.
What Our Clients
And Their Advisors Are Saying Our clients and their advisors endorse us because they see the value we provide by putting the client first and listening before we act. We take the time to get to know their business and their industry. With this knowledge, we provide the value-added service needed to identify and close any gaps in their financial plan.
Creating Financial Solutions 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
Planning • Wealth Transfer and • Preservation Strategies •Estate Planning •Tax and Risk Management
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 your industry. Then, we provide value-added advice and service based on these core principles:
Each business is unique and we provide the required resources to help you obtain maximum shareholder value. You’ve worked hard to build your business and we will work just as hard to realize its potential.
No Obligation Analysis At The Benchmark Group, we are committed to helping you get the most out of your business. Contact us today at 856-784-3000 or email us firstname.lastname@example.org
Securities offered through TFS Securities, Inc., Member FINRA-SIPC, a full service broker dealer located at 437 Newman Springs Road, Lincroft NJ 07738 | Phone: (732) 758-9300
Investment Advisory Services are offered through TFS Advisory Services, a division of TFS Securities, Inc.
Other Advisory Services are offered through Benchmark Group RIA Services, LLC.
TFS Securities, Inc. and The Benchmark Group, Inc. are not affiliated.
The Benchmark Group, Inc. 1307 White Horse Road, Suite 603, Voorhees, NJ 08043 | (856) 784-3000 | Fax (856)784-9800