Pinnacle Wealth AdvisorsPinnacle Wealth Advisors

Frequently Asked Questions

Running a business you've built from nothing? Yeah, selling it or passing it down gets messy fast. We handle the stuff that keeps you up at night. Here's what folks usually want to know about working with us.

We don't hand you a 300-page binder and disappear. Our approach focuses on the actual numbers that matter—tax implications, valuation, buyer vetting, family dynamics. We've worked with 47 businesses in Romania and understand that your company isn't just a spreadsheet. We build exit strategies that don't blow up your legacy or your bank account.

Honest answer? Depends. A straightforward family transfer might take 6-9 months. Selling to an outside buyer? Plan for 12-18 months minimum. We've done it in 8 months for the right situations. The timeline matters because rushing usually costs you money. We'll give you a realistic calendar after our first conversation.

No hidden fees. We charge based on transaction complexity—either flat retainer or percentage of final deal value. Most clients pay between €5,000-€25,000 depending on business size and complications. You'll know the exact number before we start. Think of it this way: a good exit strategy saves you that amount in taxes alone.

We handle both. Family transfers, outside buyers, mergers—doesn't matter. Actually, third-party sales are often cleaner because emotion takes a backseat. We manage valuation, due diligence, negotiations, and closing docs. The buyer gets what they need, you don't get screwed. It's straightforward business.

We can't guarantee market conditions—nobody can without lying. What we do guarantee is that we'll identify every angle to maximize your position. We've caught hidden liabilities and tax situations that saved clients serious money. Our job is protecting your interests, not making fairy-tale promises.

Yeah, we work across Romania and handle some cross-border situations. Most of our heavy lifting happens remotely anyway—documents, valuations, negotiations. We'll meet in person when it matters. Location isn't really an obstacle anymore. Call us at +40 636 308 973 and we'll figure out what works.

This is more common than you'd think. We don't mediate family drama, but we do structure plans that reduce conflict. Clear numbers, transparent valuations, and fair buy-sell agreements go a long way. Sometimes we recommend bringing in a family business mediator alongside us. The goal is keeping relationships intact.

Shoot us an email at [email protected] or call +40 636 308 973. First conversation is free—no pressure, no sales pitch. We'll ask about your business, timeline, and what keeping you up at night. If we're a fit, we move forward. If not, we'll point you somewhere useful. Easy.

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