Confluence Advisors LLC
200 Wallace Road, Wexford, PA 15090
About the Business
Confluence Advisors LLC is a strategic advisory firm located at 200 Wallace Road in Wexford, Pennsylvania, United States. Specializing in finance and health industries, our institution offers a range of services to assist both buyers and sellers in successful business acquisitions and sales.
Our Strategic Acquisition Process is a unique 4-step approach that helps buyers acquire targeted companies by determining client objectives, opening doors, capturing deals, and executing the acquisition. For business owners looking to sell, our Business Sale Process is designed to maximize the value of their business through a 4-phase process that determines market value, positions the deal, creates a market, and executes the final sale.
Additionally, our Capital Infusion Process is a 3-step approach that helps businesses raise optimal funding to achieve various objectives such as owner liquidity, desired growth, balance sheet strengthening, product line expansion, or entering new markets.
Whether you are looking to acquire a business, sell your own, or raise capital, Confluence Advisors LLC is here to provide expert guidance and support throughout the process.
Location & Phone number
200 Wallace Rd #200, Wexford, PA 15090, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Management
- Business Consulting
- Business Financial Planning
- Business Growth Consulting
- Comprehensive Financial Services
- Customized Financial Plans
- Diversified Investment Portfolio
- Estate Planning
- Estate Preservation Strategies
- Financial Advice
- Financial Advisor
- Financial Consultant
- Financial Consulting
- Financial Goal Setting
- Financial Guidance
- Financial Planning
- Financial Risk Assessment
- Financial Services
- Financial Solutions
- Holistic Wealth Management
- Investment Advisory
- Investment Management
- Investment Portfolio Review
- Investment Strategies
- Legacy Planning Services
- Personalized Financial Planning
- Portfolio Management
- Retirement Income Planning
- Retirement Planning
- Retirement Savings Strategies
- Risk Management
- Risk Mitigation Solutions
- Strategic Financial Planning
- Tailored Investment Strategies
- Tax Optimization Strategies
- Tax Planning
- Tax-Efficient Investing
- Wealth Advisor
- Wealth Management
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