Testimonials

SiteWorks

Chris Malham, President of SiteWorks located in Phoenix, Arizona, along with his business partners engaged WealthPoint to help analyze and implement on an Employee Stock Ownership Plan (ESOP) as the succession planning strategy for their business. Our ESOP team assisted in analyzing the plan, developed the structure for the transaction and executed on all necessary tasks to have a successful outcome for the exiting shareholders, the company and all of its employees. Watch the video to learn more about Chris’ story and the impact of our engagement on him and his business.

Arcadia Management Group

Gary Shaw, President of Arcadia Management located in Phoenix, Arizona, engaged WealthPoint to help him navigate the succession plan for his family business. Our team helped Gary and his family to successfully transition the business from one generation to the next along with implementing on strategies to grow the business and improve its performance. Watch the video to learn more about his story.

DP Electric, Inc. 

Dan Puente, Founder/President, and Danielle Puente, CFO, of DP Electric, Inc. located in Phoenix, Arizona, engaged WealthPoint to help them navigate the succession plan for the business. Our team helped DP Electric implement on an Employee Stock Ownership Plan (ESOP) allowing Dan to monetize his business and define the succession for the next generation of owners. We also helped with evaluating various estate planning strategies and utilized our financial modeling capabilities to ensure the Puente family made the best decision for their business. Watch the video to learn more about their story.

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