Transactional Advisory Services

Value-Propelled Transaction Strategy

Tailored & driven guidance for any stage of the transaction deal lifecycle.

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Every Successful Business Transaction Should Begin With Thorough Analysis and Research

You also need an advisory team who utilizes data and applies critical thinking, problem-solving skills, and ultimately — creates value propellers that drive smart decisions.

Pinion provides that deep bench of transactional expertise, deal lifecycle experience, and customized solutions that you need to make well-informed business decisions for sell- and buy-side engagements, re-financings, and other transaction forms.

Seamless Navigation of Financial or Transactional Events

Our strategic transactional advisory team’s core competencies center around expertly assessing market data, financial data, risk factors, infrastructure, capital, deal analysis, and investment opportunities.

From pre-deal to due diligence to post-close, we employ the experience, insights, and advisory you need for your buy-side and sell-side transactions.

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Proactive Transaction Execution, Accounting, and Reporting

Pinion advisors provide the expert analysis and confidence behind your deal decisions for mergers and acquisitions. From in-depth deal analysis through deal completion, we provide direction for all of the finance functions, transaction accounting and reporting, and due diligence requirements.

Expert Valuation, Financial Modeling, and Advisory

Our transaction advisors are focused on a singular mission: To help you make the best strategic business transaction decisions. We pull together valuation expertise and financial modeling strategy to create the most accurate projections of performance and data. Data that informs decisions and delivers results-oriented advisory.

Capital Structure Adjustments and Refinancing

For businesses who need to adjust capital structure, refinance existing debt, or source new debt, Pinion advisors shop banks, perform the vetting process, and make lender introductions to ensure the right financial partner.

Advisory Services for Buyers and Sellers

Pinion has a registered broker dealer license and assists clients who are interested in buying or selling a business, or to prepare your business for unsolicited offers.

Buy-Side Advisory

Specialists in Strategic Transaction Targeting & Opportunities

Pre-Deal Oversight

  • Evaluate opportunities (adding jobs, facilities, expansion/downsizing, capital equipment, etc.)
  • Analyze tax structure and provide value-propelled options
  • Assess organizational structure
  • Identify growth opportunities
  • Assess company operations and process improvement areas
  • Identify areas for process improvements

Due Diligence – Financial, Tax, HR, & Operational

  • Quality of earnings
  • Working capital analysis and strategy
  • Profitability analysis and strategy
  • Tax planning and structuring
  • Purchase agreement evaluation
  • Talent, compensation, and benefits risk assessment
  • Assess operational efficiencies and improvement areas

Post-Close Consulting

  • Tax compliance & strategy
  • Audit & assurance services
  • Accounting services and consulting
  • Estate and succession planning
  • Wealth management

Sell-Side Advisory

Specialists in the Art of Positioning and Selling

Pre-Deal Oversight

  • Scouting a counterparty
  • Pro forma adjustments to maximize deal value
  • Discuss plan scenarios for succession and net proceeds analysis
  • Understand what your business is worth with valuations, including intangible assets and fair market value of common stock
  • Build buyer confidence with accurate financial reporting and dependable compliance and operational procedures
  • Assistance with cleaning up financial records to the proper GAAP basis through detailed accounting services

Due Diligence – Financial, Tax, HR, & Operational

  • Prepare quality of earnings and roll forwards
  • Calculate working capital analysis and strategy
  • Formulate profitability analysis and strategy
  • Manage and facilitate sell-side due diligence and data room support
  • Provide tax modeling of options and structures
  • Evaluate controllable risk

Post-Close Consulting

  • Tax compliance and strategy
  • Audit and assurance services
  • Accounting services and consulting
  • Estate and succession planning
  • Wealth management
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Discover what Pinion can do for you:

Expertise Wherever You Need It

A holistic approach to optimal results.

Pinion is dedicated to your business and your success. We navigate the barriers, complexities, and business challenges that stand in your way, cultivating your long-term growth and helping you achieve new opportunities.

Accounting & Back Office Solutions

Capture accurate accounting data and advisory and alleviate compliance and back office challenges so that you can tend to what matters most.

Tax Compliance & Strategy

Specialists in understanding market challenges, tax law, and tax compliance needs. 

Food & Ag Consulting

Our ag-focused advisors take a holistic view of your business to forecast and capture opportunities, mitigate challenges, & drive your food & ag business forward.

Succession Planning

Navigate tough business decisions, family discussions, and entity transitions. Expert estate and gift tax knowledge, trust guidance, long-term goal setting and risk management.

Financial Strategy

Strategic analysis and guidance to navigate transaction deals, satisfy stakeholder needs, and make long-term decisions.

Sustainability

Sustainability tools, solutions, and expert consulting for the food value chain. Customized to meet your sustainability goals.

  • Develop a program and data plan
  • Measure performance
  • Program targets and execution
  • GHG accounting
  • Scope 1, 2, 3 reporting
  • Risk assessments

View our sustainability consulting overview

Advisory Services for Your Industry

Work with experts who know your business, your field, and your needs.

Scott Brin

Connect With an Advisor

Connect with an advisor on deal guidance, preparedness, and execution.

Talk to Scott

Scott Brin, Advisor – Transactional Consulting