We now have a new name, Upton Financial Group.  Walt Lipski and David Ryan have joined forces under Upton Financial Group and now have offices in Scottsdale, AZ and Santa Rosa, CA to better serve business owners and families whose companies have annual revenues of between $5 - $75 million.


The principals of Upton Financial Group, Walt Lipski and David Ryan have collaborated on privately held business transitions and sale transactions for over 19 years, and are now combining their experience, expertise and skills under one roof to offer business advisory and merger & acquisition representation to entrepreneurs though out Arizona and California and the neighboring western states.


We are focused on providing solutions and options surrounding business transitions that are often challenging for business owners, their families and their advisors. These include:


• Selling a business 

• Creating significant liquidity in a privately held company 

• Funding growth or the buyout of existing partners 

• Retirement planning strategies


Please explore the Upton Financial Group website where we will continue to post articles and updates to factors affecting the business climate and market for privately held companies and their owners.  


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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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