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Guiding Your Business to Fiscal Success

Founded by Michelle Carlton and Allison Somerset, seasoned business professionals with 45 years of experience, Pinnacle Path Partners merges deep industry knowledge with innovative strategies. 

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Michelle Carlton

Michelle Carlton is a seasoned business professional with a rich experience spanning over 30 years, marked by a deep understanding and practical know-how in strategic planning, financial management, accounting, and business development. Her diverse career path across various sectors has equipped her with a unique perspective and a balanced blend of leadership and business acumen.

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In her role as a fractional CFO over the past decade, Michelle has adeptly handled financial responsibilities in industries as varied as agriculture, marketing, real estate, construction, manufacturing, and pharmacy. Her focus has been on key areas such as financial modeling, equity valuation, financial planning and analysis, mergers & acquisitions, and financial reporting, helping businesses to achieve their financial and strategic goals.

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Before her consulting career, Michelle served as the CFO for a marketing firm and a wholesale and retail distributor. In these positions, she was recognized for her ability to enhance financial processes, reduce closing cycles, and increase efficiency through well-thought-out strategic planning. Her approach has always been hands-on, dealing with complex financial operations and leading diverse teams toward common objectives.

Michelle Carlton working on laptop
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Allison Somerset

Allison Somerset is a dynamic financial consultant with over 20 years of experience in the corporate finance sector. As the founder of Somerset Consultancy, she has dedicated her career to supporting local and small businesses, bringing her extensive expertise in finance, HR, and operations to help entrepreneurs thrive in a competitive market.

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Allison's career began in large corporate environments where she developed a deep understanding of financial management and strategic operations. Her transition to consulting was driven by her passion for empowering local business owners, providing them with the essential tools and insights to succeed. She specializes in financial planning, operational efficiency, and HR strategies, focusing on the unique challenges faced by small businesses.

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As a working mom of two, Allison is committed to fostering work-life balance and offers flexible, personalized services tailored to the needs of busy entrepreneurs. Outside of work, she is an active community member, supporting local businesses and enjoying running and baking with her family. Allison's approach is community-focused and deeply rooted in supporting and realizing the dreams of local entrepreneurs. She looks forward to bringing her community-driven ethos and strategic acumen to Pinnacle Path Partners.

Our Financial Services

At Pinnacle Path Partners, we offer a comprehensive suite of services designed to drive your business toward fiscal success and strategic excellence.

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  • Strategic Financial Planning: Tailored planning for long-term financial goals and business growth.

  • Financial Management and Accounting: Expert management of financial operations to enhance efficiency and accuracy.

  • Mergers and Acquisitions (M&A): Strategic guidance through complex processes of mergers, acquisitions, and business expansion.

  • Risk Management: Identifying and mitigating financial and operational risks for your business.

  • Financial Analysis and Equity Valuation: In-depth analysis and valuation services for informed financial decision-making.

  • Custom Financial Solutions: Unique solutions for specific financial challenges and opportunities.

 

Dive deeper into each of our services and discover how Pinnacle Path Partners. can guide your business to new heights.

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