Redefining Succession Planning


Pinnacle Strategies, Inc. is a company dedicated to redefining Succession Planning.

We believe Succession Planning should be used by business leaders to achieve their personal and professional goals during ALL phases of their business lifecycle, from start-up to leadership/ownership transition.

With a strong network of professional, expert resources, we combine accounting principles, legal structures, and financial products to develop unique strategies that foster significantly effective and efficient results. Our goal is to ensure your present and future will be smooth sailing!

Business Life Cycle

From Our Clients

“Pinnacle Strategies has become an extremely important and integral part of our business—a strategic partner in several ventures. Their creative ideas, ability to analyze a situation and identify an intelligent, well thought-out solution, and easy manner provide the necessary tools for a sound and enjoyable working relationship.”

Cheryl Richards, Advanced Innovative Solutions, LLC

Being in the fast paced telecommunications business, my business and revenues took off quickly, I realized that my focus as the business owner needed to be on two important areas Taxes and Asset Protection.

That is where Rob came in, he developed a strategy that helped us with both area's and after ten years I could not be happier with the results. During that time we also bought out a partner and with Robs assistance and knowledge we were able to enhance our offer and made a smooth transition for him to retire. If you’re looking for a true professional to guide you through the current environment we face, Rob needs to be part of your strategic team.

Greg Kirby,
Basic Communications


Grand Rapids Headquarters

Robert M. Young

Rebecca K. Devlin
Vice President

Michigan Address

1675 Mont Rue Drive SE
Grand Rapids, Michigan

Florida Headquarters

Robert M. Young

Florida Address

9716 Portside Terrace
Bradenton, FL 34212