Pinnacle Advisory Services
Financial Intelligence, Analysis & Decision Support for Growing Companies
Pinnacle Financial delivers executive-level financial leadership and M&A advisory to privately held and lower-middle-market companies.
Technology Solutions
Pinnacle Financial Intelligence Platform
Pinnacle pairs senior financial advisory with a structured intelligence layer. Where advisory expertise guides strategy, Pinnacle Financial Intelligence provides the analytical depth — tracing financial findings to root causes and transaction evidence to support better decisions. Explore Financial Intelligence, Transaction Intelligence, Quality of Earnings analysis, and Audit Intelligence. For AI and SaaS product development, see Pinnacle Technology.
Pinnacle Financial Intelligence
Financial diagnostic and decision intelligence — health, risks, root causes, transaction evidence, reconciliation, and data exceptions.
Learn moreAudit Intelligence
Trial balance analysis, PBC requests, evidence matching, exception detection, adjusting entries, and auditor collaboration for AP, AR, and Revenue.
Learn moreTransaction Intelligence
M&A due diligence and exit readiness — quality of earnings signals, normalized EBITDA, working capital analysis, and transaction-ready financial diagnostics.
Learn moreForensic Intelligence
Suspicious transaction detection, vendor payment anomalies, payroll irregularities, related-party risks, and journal-entry patterns for investigation.
Learn morePinnacle Technology
Custom AI applications, intelligent agents, workflow automation, SaaS platforms, and financial and operational AI systems — a separate Pinnacle Financial USA business.
Learn morePinnacle Advisory Services
Strategic Finance & Advisory Leadership
Fractional CFO & Financial Leadership
Senior financial leadership without the full-time cost.
Pinnacle provides fractional CFO services to privately held and lower-middle-market companies that need senior financial leadership but are not yet ready for a full-time hire. We serve as the financial executive — owning the reporting, the analysis, and the strategic finance function.
Our fractional CFO engagements are built around your specific situation: whether you need to clean up your financial reporting, prepare for a capital raise, manage through a turnaround, or build the financial infrastructure to support growth.
What's Included
- Monthly close oversight and financial reporting
- Board and investor reporting packages
- Cash flow management and forecasting
- Financial controls and process improvement
- Strategic finance support and scenario modeling
M&A Advisory & Transaction Support
Financial leadership through every stage of a transaction.
Pinnacle provides M&A advisory and transaction support for founders, owners, and management teams navigating a sale, acquisition, or capital raise. We bring financial rigor to the process — from quality of earnings analysis to due diligence support to post-close integration.
Our transaction support practice is built on the same financial intelligence capabilities we use in our platform — giving clients a structured, evidence-based view of the business before and during a transaction.
What's Included
- Quality of earnings analysis and normalized EBITDA
- Working capital analysis and peg negotiation support
- Financial due diligence preparation and response
- Sell-side readiness and data room preparation
- Post-close integration financial support
Strategic Finance & Decision Support
Financial analysis that drives better decisions.
Pinnacle provides strategic finance and decision support for companies that need more than standard reporting — analysis that connects financial data to operational decisions, identifies root causes, and surfaces the information leadership needs to act.
We combine advisory expertise with our financial intelligence platform to deliver analysis that goes deeper than a standard financial review — tracing variances to their sources, identifying risks before they become problems, and building the financial models that support strategic decisions.
What's Included
- Variance analysis and root cause identification
- Financial modeling and scenario analysis
- KPI development and management reporting design
- Budget and forecast development
- Decision support for capital allocation and growth
Ready to bring senior financial leadership to your business?
Whether you need a fractional CFO, transaction support, or strategic finance analysis, Pinnacle brings the expertise and the tools to get it done.
Looking for financial diagnostic software? Explore Pinnacle Financial Intelligence - the financial intelligence layer behind Pinnacle's advisory work.