Services
Three services,
each built for a specific moment
Pinnwise provides accounting support at three distinct points in transaction activity — before close, during valuation, and after the deal is done. Each service has a defined scope, fixed fee, and a report formatted for the people who need to act on it.
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What each service covers
Some clients engage us for a single service at a specific point in their transaction. Others work through more than one as a deal progresses — for example, beginning with financial analysis during due diligence, then continuing with integration accounting after close. The services are designed to work independently or together.
01
M&A Financial Analysis — $5,500 USD
Pre-close due diligence: quality of earnings, working capital review, and financial anomaly identification
02
Business Valuation Estimates — $3,000 USD
Multi-method valuation with documented assumptions, suitable for sale, buy-in, or estate planning contexts
03
Post-Acquisition Integration Accounting — $2,200 USD/month
Monthly retainer covering combined entity accounting from day one through reporting stabilization
Service 01
M&A Financial Analysis
$5,500 USD
This is the accounting work that belongs in the due diligence phase — before a purchase price is signed off on, before representations are finalized, while there's still room to act on what the numbers actually show.
The core output is a quality-of-earnings analysis: an examination of the target's reported earnings adjusted for one-time items, owner-specific expenses, accounting policy differences, and any revenue or cost items that are unlikely to continue post-acquisition. Alongside that, we review working capital performance and identify the normalized peg that should anchor the working capital adjustment mechanism in the purchase agreement.
The report is written for use by legal counsel, lenders, and financial advisors — not as a working file. It documents what we reviewed, what we found, and what we weren't able to verify independently. That last part matters: if there are limitations on the analysis, they're stated rather than buried.
Full service details →
What's included
What's included
Service 02
Business Valuation Estimates
$3,000 USD
A business valuation estimate is needed more often than most owners expect — not just when a business is being sold, but when equity is being redistributed, when a buy-sell agreement needs to be funded, when a partner exits, or when an estate needs to reflect the value of a business interest.
The challenge is that a number without methodology is difficult to use. If someone challenges the valuation — in a negotiation, a dispute, or a proceeding — the question immediately becomes: how did you arrive at that? An estimate that can't be explained step-by-step isn't much use when the question matters.
Our valuation reports apply multiple methods — discounted cash flow, comparable company or transaction analysis, and an asset-based approach where appropriate — and present the results as a documented range. Every assumption is stated and explained. The report is written to be usable without the analyst present to interpret it.
Full service details →Service 03
Post-Acquisition Integration Accounting
$2,200 USD / month
The period immediately following close is when the accounting decisions that will shape the combined entity for years get made — often under pressure, often without a clear plan. Chart of accounts structure, opening balance sheet preparation, intercompany transaction policies, and the alignment of reporting periods don't fix themselves. They need to be established deliberately.
Integration accounting support covers this post-close period. We work with the combined entity to harmonize chart of accounts across the acquired and acquiring businesses, prepare the opening balance sheet with proper purchase price allocation, establish intercompany elimination procedures, and align reporting periods and accounting policies where they diverge.
The engagement is structured as a monthly retainer, typically running for three to six months depending on the complexity of the integration. The goal is a combined entity with clean, reliable financial reporting — one that doesn't carry forward accounting problems from the transition.
Full service details →
What's included
Pricing
Fixed fees, defined deliverables
All Pinnwise engagements are priced as fixed fees tied to agreed deliverables. There are no hourly billing surprises mid-engagement and no open-ended retainers without defined scope.
Service 01
M&A Financial Analysis
$5,500
Fixed-fee engagement. QoE analysis, working capital review, and due diligence report formatted for advisory use.
Typical delivery: 30–45 business days from data receipt
Service 02
Business Valuation Estimates
$3,000
Fixed-fee engagement. Multi-method valuation with documented assumptions and valuation range.
Typical delivery: 20–30 business days from data receipt
Service 03
Post-Acquisition Integration
$2,200/mo
Monthly retainer. Combined entity accounting support from close through reporting stabilization.
Typical duration: 3–6 months depending on complexity
Choosing a service
Which service fits your situation
The right starting point depends on where you are in the transaction process and what decision you're trying to support.
You're acquiring a business
Start with M&A Financial Analysis. You want to understand the earnings quality and working capital position of the target before committing to a price. Post-close, consider adding Integration Accounting.
M&A Financial Analysis →You need a number that holds
Business Valuation Estimates is appropriate when the value of a business needs to be established with documented methodology — for a sale, equity event, buy-sell agreement, or estate proceeding.
Business Valuation Estimates →You've recently closed a deal
Post-Acquisition Integration Accounting is for the period after close, when the combined entity's accounting needs to be established cleanly before the first consolidated reporting period.
Integration Accounting →How it works
The engagement process, from first contact to final report
01
Initial conversation
We discuss your situation, what you need, and which service fits. If the scope is straightforward, this can be a single call or email exchange. No commitment at this stage.
02
Scope agreement
We put the engagement scope, deliverables, data requirements, timeline, and fixed fee in writing before work begins. Both sides know what's included and when to expect it.
03
Data and analysis
We work through the financial data with a clear list of what we need and why. If something is missing or raises a question, we flag it rather than proceeding around the gap.
04
Report delivery
The completed report is delivered in the agreed format, ready for use by your advisors. We remain available for questions through the transaction period that the report covers.
Get started
Ready to discuss your engagement?
Reach out with a brief description of your situation and which service area you're interested in. We'll come back with questions or a proposed scope — whichever is more useful at your stage of the transaction.