Clarity for Founders. Confidence for What’s Next.

You’ve built something from nothing. Now the real work begins - scaling smart, exiting well, and protecting what you’ve earned.

That’s where I come in.

I bring 32 years of experience advising founders and business owners through high-stakes financial transitions. I grew up in a family business with 25 stores across Texas, worked every job in it, and learned firsthand what it takes to grow, lead, and eventually let go.

At Pinnacle Wealth Advisory, I focus on:

1. Clarifying the Business Side
We uncover blind spots (financial) through business analysis and transition planning. Then we can bring in the right CFOs, CROs, and systems to scale or sell with confidence.

2. Structuring the Personal Side
From investment management to tax and estate planning, I align your personal wealth strategy with your long-term vision. My CIMA® certification reflects a rigorous standard of investment advice, financial planning, and fiduciary excellence - earned through intensive education, experience, and ongoing ethical commitment.

3. Guiding the Transition
Whether you’re preparing for an exit, generational succession, or just more time off, I help you make confident, tax-aware decisions...before, during, and after the transition.

My comprehensive approach includes business valuation analysis, tax planning modeling, succession planning, and post-sale wealth management. I collaborate with top-tier tax attorneys, CPAs, estate planning attorneys, and investment bankers to create customized solutions aligned with each client’s goals.

As a fiduciary advisor, I work solely in your best interest. My process integrates everything from complex tax modeling to legacy planning, always grounded in your goals and values.

If you’re a business owner thinking about what’s next, I’d be glad to talk.

Doug Greenberg

TOWNS LENDING

Schedule a call? https://calendly.com/townslending/15-minute-consultation
Do you need business funding Or commercial real estate lending?
Have you been turned down by banks? 
WE offer working capital for small business owners. OUR niche is healthcare businesses. We have a healthcare business marketplace where we offer funding and full service billing but WE can help most businesses.I’m the guy with the Rubik’s cube that will keep turning blocks until all colors match up and numbers make sense. No Upfront cost. Approval within 48 hours.
We also have a team of 150+ people that do full service medical billing. Our Rates are competitive and you will receive great service and we don't lock you into longterm contracts because once you try us, you won't want to leave.

SELL us your Aged AR.
Sell us your Aged Personal injury receivables
sell us you aged workers comp
WE love referrals and strategic partnerships.

RCM (revenue cycle management)
LINE OF CREDIT
UNSECURED CASH ADVANCE(UP TO $10M)
TERM LOANS
SBA
EQUIPMENT FINANCING
COMMERICIAL REAL ESTATE
INVOICE FINANCING
FACTORIING
BUSINESS CREDIT CONSULTATION
CREDIT REPAIR

To learn more go to : https://www.townslending.com 💵

Check out my Newsletter Here on Linkedin https://www.linkedin.com/newsletters/scale-my-business-6885296624659111936/

Ask me about our Full service medical billing.

Let me know if there is anyone in my network I can connect you with or if there is any way I can help you.

LETS TALK THIS WEEK https://calendly.com/townslending/15-minute-consultation

Chief Executive Officer

AI custom Bots

5 ways you can use a A.I driven chatbot to Scale your business.

* 		24/7 Customer Support: Provide round-the-clock customer assistance without increasing your workforce. A chatbot can handle frequently asked questions, troubleshoot issues, and guide customers through their journey at any time. This enhances customer satisfaction and frees up your team to focus on more complex tasks.
* 		Personalized Recommendations: Utilize AI to analyze customer preferences and browsing history. The chatbot can then offer personalized product recommendations, creating a tailored shopping experience that boosts sales and customer loyalty.
* 		Lead Generation and Qualification: Deploy a chatbot on your website or social media platforms to engage visitors. It can collect user information, qualify leads based on predetermined criteria, and even schedule appointments or demos. This streamlines your sales funnel and optimizes your sales team's efforts.
* 		Automated Booking and Reservations: For businesses in the service industry, such as hotels or restaurants, a chatbot can handle booking requests, table reservations, and appointment scheduling. This reduces booking errors and improves overall customer experience.
* 		Data Collection and Analysis: Implement a chatbot to conduct surveys or gather feedback from customers. The AI-powered bot can analyze the data, providing valuable insights into customer preferences, pain points, and emerging trends. This information can guide strategic decisions and product/service improvements.
For more information visit aicustombots.com

Towns Advisory Group

Advising small business owners nationwide. Scaling businesses that are stuck at $1million in revenue.
We talk about strategy, systems, marketing, funding, sales, accounts receivable and payable, etc We also buy businesses. We are predominantly in the medical space but have experience in other areas as well.

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The Battle

Doug Greenberg

Amir Towns

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