What is Outer Point Advisory?
Outer Point Advisory, Inc. is a specialized financial services firm focused on delivering expert business valuation, financial forecasting, and tax planning solutions. The company primarily serves business owners, high net worth individuals, and their associated legal and financial advisors across the West Coast, from Seattle to San Diego. Leveraging advanced technology and deep industry experience, Outer Point Advisory is committed to achieving exceptional client outcomes efficiently. Their service portfolio also extends to critical litigation support, including providing expert witness testimony in California Superior Courts.
How much funding has Outer Point Advisory raised?
Outer Point Advisory has raised a total of $20K across 1 funding round:
Debt
$20K
Debt (2021): $20K with participation from PPP
Key Investors in Outer Point Advisory
PPP
Public-Private Partnership
What's next for Outer Point Advisory?
With the recent influx of substantial expansion capital, Outer Point Advisory is poised for significant scaling and enhancement of its service offerings. This strategic investment will likely fuel initiatives aimed at broadening its client base, potentially expanding its geographic reach beyond the current Seattle to San Diego corridor, and further developing its technological infrastructure for valuation and forecasting. The firm's established expertise in tax planning and litigation support, combined with this new financial impetus, suggests a trajectory focused on solidifying its market position and potentially exploring new service verticals within the financial advisory landscape.
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