Upton Financial Group is an advisory firm specializing in business value strategies and solutions.


Our mission is to advise business owners on how to create and capture value in their businesses to meet their personal, professional and financial objectives.


We help create value by formally establishing the value today, and then preparing and executing a plan to optimize the future value based on the owner’s desired exit strategy.


We capture value one of three ways:  

1. Sale (merger with or acquisition by a third party);

2. Succession (internal transfer of the business);

3. Dissolution (an orderly sale of assets).


We focus on people, not faceless corporate entities. We serve the people entrusted with the responsibility for these businesses and the people affected by the decisions that will be made.

California Office
Office: (707) 523-9651

Fax: (215) 344-3711
131-A Stony Circle, Suite 500

Santa Rosa, CA 95401

CA BRE License 01240875

Arizona Office

Office: (480) 666-5556

Fax: (215) 344-3711

7373 E Doubletree Ranch Rd, Ste 200

Scottsdale, AZ 85258

© 2021  Upton Financial Group
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