Business Owner Solutions
Serving Aurora, Illinois, in person — and all 50 states virtually.
For the business owner who needs a modern-day CFO engineering model — coordinated across every dimension of their business and personal wealth.
- Buy/sell agreements & key employee strategies
- Cash flow engineering for seasonal businesses
- Tax strategy & business entity optimization
- Succession planning & IRA exit strategy
- Strategic Capital Architecture™ — sale-leaseback structures, business collateral lending, non-recourse financing (no personal liability — doesn't affect your debt-to-income)
- Working capital solutions for seasonal revenue cycles
Specialty Trades
Specialty trades business owners — carpenters, electricians, and all the trades — who need coordinated planning across their business and personal wealth — cash flow engineering, IRA exit strategies, succession planning, and tax strategy built for complexity.
- IRS: Types of retirement plans
- IRS: Small business and self-employed tax center
- IRS: Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)
Last updated Oct 5, 2026
Cash Flow Engineering · Advanced Risk Management Architecture · Private Wealth Investments · Tax Strategy & Planning · Trust & Estate Planning · Medicare & Health Planning · DIY Planning Engagement · FAQ
Serving Aurora, Illinois and Beyond
The Pinnacle Group serves professional women, business owners, and educators in person in Aurora, Illinois — and virtually in all 50 states. Wherever you are, one coordinated strategy is within reach.
Our home base. Private wealth planning, tax strategy, and DAITT® advisory services for business owners and families.
Virtual engagements nationwide, anchored in Aurora, Illinois — wherever you are, one coordinated strategy.
"Distance doesn't limit strategy. Wherever you've built it — we'll help you protect it."
— Dr. Pat Pachciarz®, CEPA® · The Pinnacle Group