Pinnacle’s Founding Partner Lennard van der Feltz broke down financial planning necessities for business owners in an article for Az Business Magazine, one of Arizona’s leading business publications that tracks trends and issues in a variety of industries.
Lennard discussed the importance of a structured plan that accounts for business transitions and other significant milestones. He notes that a financial planner can be a key business partner who can help with cash planning and provide expertise and advice for building business.