Strategic Advisory

Our expertise across the financial advisory spectrum gives us the edge for market assessment. A successful business plan requires confidence in a determined market and expert analysis of current market conditions.

What We Do

We help clients through in-depth analysis, completed by a dedicated team across markets, analyzing and reporting on all relevant factors. In addition, we help enable strategic growth through better integrated and operationalized mergers and acquisitions, JVs, and alliances. Specifically, we help companies refine their growth strategy, perform deal sourcing, conduct diligence and valuation, and implement M&A integration.

Pivot Consulting is the single source for tracking early-stage success. Our proven success has created many successful young businesses through proven ROI-based financial planning, financial discipline, and consistent habits that produce results. Pivot Consulting was designed to meet the needs of start-ups through established metrics in KPI and analytical planning, financial reporting, business intelligence, and compliance..
Our experienced CFO practice provides services for organizations in a part-time, retainer, or contract arrangement, offering a company the experience and expertise of a high-end CFO without a full-time CFO’s in-house cost—salary, benefits, and bonuses—. Unlike a full-time CFO who oversees and maintains all general financial strategy or an interim CFO who performs CFO duties before or between CFO hires, our fractional CFO’s duties are typically on a project basis and precisely tuned to the company’s particular challenges or goals.