PinPoint Planning & Strategic Consulting
Financial Services • 
Boca Raton, Florida, United States • 1-10 Employees
Company overview
| Headquarters | Boca Raton, Florida, United States |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Legal, Tax Planning, Private Equity, Asset Protection, Business Advisory, Retirement Planning, Insurance, Investment Management, Transition Planning, Asset Preservation, Charitable Gifting, Estate And Legacy Planning, Tax-Free Wealth Accumulation |
| Employees | 1-10 |
Key Contact at PinPoint Planning & Strategic Consulting
Phillip Isan
Founder & Director of Advanced Planning
PinPoint Planning & Strategic Consulting Email Formats
PinPoint Planning & Strategic Consulting uses 1 email format. The most common is {first initial} (e.g., j@planwithpinpoint.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@planwithpinpoint.com | 100% |
About PinPoint Planning & Strategic Consulting
Pinpoint Planning & Strategic Consulting is focused on working closely with CPAs, EAs, and accounting firms to enhance clients' financial outcomes through comprehensive planning. Through our Virtual Family Office concept, we connect CPAs with a nationwide network of experts in tax, risk management, legal, and business advisory services, delivering tailored solutions to meet clients' wealth goals. Addressing the pivotal question facing CPAs today—"How do we offer advisory services to our best clients?"—we provide the foundation for the 'Firm of the Future' through proactive planning and strategic partnerships. By fostering strong relationships with CPAs, we facilitate data-driven decision-making and uncover overlooked revenue streams, strengthening the CPA's role as their client's Most Trusted Advisor. Our collaborative approach ensures alignment with CPAs' objectives while advocating for clients' interests across various industries. As fiduciaries, we prioritize client goals and execute plans accordingly. To meet the demand for advisory services, CPAs and their firms have options: - Selling or merging with firms offering advisory services - Investing in building their own advisory services - Exploring collaboration with us to deliver comprehensive 'Family Office' services virtually and unlock new revenue streams. Let's start the conversation and elevate your firm's offerings together.
PinPoint Planning & Strategic Consulting revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
PinPoint Planning & Strategic Consulting has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
PinPoint Planning & Strategic Consulting has never raised funding before.
PinPoint Planning & Strategic Consulting Tech Stack
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Frequently asked questions
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