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Baldwin Advisory
Baldwin Advisory
Expert Solutions for Growing Businesses

We Bring Extensive Expertise To The Table, 
​Ensuring Top-notch Service And Results.

Service Offerings

Finance & Accounting Services
M&A and Capital-Raising Services
Staffing & Payroll Management
Other Services
Finance & Accounting Services

Core & technical accounting

  • Basic transaction processing
  • Close cycle management
  • Complex reconciliations
  • Process improvement
  • Accounting policy/procedure development & documentation
  • Revenue recognition and lease accounting support
  • Audit readiness

Financial planning & analysis (FP&A)

  • Cash forecasting and treasury management
  • Budget development and planning
  • Financial modeling - financial statements, discrete projects et al
  • Dashboarding, KPI development and profitability analysis
  • Internal and SEC reporting package development and maintenance
M&A and Capital-Raising Services

Pre-transaction

  • Financial & accounting due diligence support
  • Cash & net working capital analysis
  • Pro forma financial statement and transaction modeling
  • Cash forecasting and analysis
  • Finance/accounting technology review

Transaction support

  • Negotiation support
  • Pitfall and potential issues analysis
  • Terms analysis and modeling
  • Transaction documentation guidance

Post-transaction

  • Integration management including policy & procedure development
  • Interim resources to support transition and integration
  • FinAcc staffing and technology systems integration & optimization
  • Overhead optimization
  • Pro forma financial reporting
  • Treasury management and cash forecasting
  • Net working capital / purchase price adjustment analysis

Exit preparation and support

  • Positioning for sale
  • Carve-out analysis
  • Sell side financial & accounting due diligence support
  • Transaction documentation guidance and negotiation
  • Pro forma financial statement and transaction modeling
  • Cash forecasting
  • Reporting package preparation
Staffing & Payroll Management

Staffing

  • Interim staffing support
  • Staffing plan development
  • Staffing structure and design
  • Retention and RIF management

Payroll

  • Payroll management
  • State payroll registrations and compliance/reporting
Other Services

Restructurings and reorganizations

  • Restructuring/reorganization support
  • Creditor negotiations

Registrations and compliance

  • State qualifications, registrations and compliance reporting