Strategic Financial Advisory for Companies Facing Critical Decisions
We serve as Interim CFOs and strategic advisors to companies navigating acquisitions, growth, ownership transitions, financing, and business sales
Guiding Clients through Their Most Complex Scenarios
Buying a business
Selling your company
CFO resignation
Securing financing
Growing too quickly
Losing profitability
Reporting to lenders & investors
We Help Clients With
Sell a Business
Our team prepares and markets your business to the most qualified business buyers while shielding you from the stressful process to achieve a successful deal.
Buy a Business
We help buyers value, finance, Diligence and acquire exceptional companies, including M&A rollups and one-by-one acquisitions including ETA Searchers
Finance a Business
We prepare companies to secure equity and debt capital from private investors or conventional lenders to execute growth, acquisitions, and real estate.
Our Process Gets Results
#1: Evaluate
We have a no-pressure discussion about your business goals, valuation, challenges, and timing.
#2: Engage
If we have a mutual fit, we make an offer to assist your business and get to work.
#3: Optimize
We analyze, remediate, and optimize your forecast, operations, cash flow, valuation, and reporting processes.
Why Pinewood
We are CFOs, CPAs, and Operators who know exactly what keeps each one of our clients up at night
Big 4 and Wall Street career paths
Actively acquire and operate businesses
Perform complex valuations & deal structures
Advise on SBA 7a, 504, and conventional financing
Experience on buy-side and sell-side M&A
Help businesses scale after acquisition, financing, and distressed situations
