Guidance to Navigate

Complex Situations

Turn issues into opportunities leveraging Pivotal’s special situation services.

Face Challenges With Confidence

Whether you are buying or selling a business, dealing with cash flow challenges or planning for the next generation of leadership, handling complex challenges requires expertise and execution. Pivotal's experienced business advisors help you confidentially address your most complex and emotional business challenges.

Comprehensive Special Situation Services

MERGERS & ACQUISITIONS

Navigate the complexities of M&A with expert guidance to mitigate risk and maximize value.

SUCCESSION PLANNING & ASSESSMENT

Develop an intentional succession plan to secure your business’s future and continue your legacy.

LIQUIDITY CRISIS MANAGEMENT

Assess cash flow requirements, identify potential sources of cash and evaluate funding solutions to preserve business value.

FINANCIAL RESTRUCTURING

Practical expertise to address complicated capital structure issues and optimize financial outcomes.

DISPUTE RESOLUTION & LITIGATION SUPPORT

Objective analysis and principled negotiations to minimize exposure and maximize opportunities.

FORENSIC ACCOUNTING

Detailed review of complex financial data to uncover financial anomalies and protect your business from fraud.

Discover Our Full Range of Financial Solutions

Enhance your Fractional CFO services with our additional consulting offerings, including accounting, tax advisory, human resources and special projects.

Accounting

Strengthen your financial foundation with our expert advisors—ensuring every transaction is recorded with precision.

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Tax

Unlock strategic tax solutions that go beyond compliance—streamlining filing processes, minimizing liabilities, and enhancing efficiency.

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Fractional CFO

Our Fractional CFOs address your most complex business challenges, delivering strategic insight and driving sustainable long-term value.

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HR Services

Simplify workforce management with expert solutions for compliance, employee relations, and performance excellence.

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Special Projects

Seize new opportunities and navigate challenges with tailored services, from M&A to liquidity crisis and forensic accounting.

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Hear what our clients say about Pivotal solutions driving success.

“The Pivotal team helped me evaluate and structure the buy-in to my current practice. Today, they manage our financial operations and allow me to focus on delivering high-quality dental care to my patients. They are an essential part of the Lee Dental Associates team.”

TRAVIS A. THOMPSON, DMDOWNER

Ready to Transform Your Finances?

Don’t face financial challenges alone. Schedule a consultation and discover how
Pivotal can drive your business forward with expert, personalized advice.

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Let us help your business discover new opportunities and transform your future.