Advisory Services

Since 2014, Pinnacle Advisory Services has  successfully applied their proven expertise in the security and alarm industry to enable recurring revenue model businesses of all sizes make better and more informed business decisions — navigating strategic financial management to ensure profitability.



We’ll help you with your most challenging financial, operational, and financing needs.

CFO Services

CFO/CFA Services

We’ll provide financial insight and advice that empowers you to make better, more informed, and more strategic business decisions — helping you grow and scale more profitably.

Due Dilligence

Financial Due Diligence Services

Whether it’s an acquisition, sale, or refinancing, our due diligence services focus on the most critical elements of financial and operational performance to maximize the value of the transaction — ensuring a favorable outcome and alleviating any concerns from lenders or investors.

Turnaround Advisory

Turnaround Advisory Services

We’ll work with you to correct and stabilize your financial and operational performance.

Reporting

Financial and Compliance Reporting Guidance

We’ll work with your team to create financial reports and data analysis based on key industry metrics, while ensuring that your financial covenant compliance reporting is prepared accurately.

Exit Strategy

Exit Strategy

We’ll help you plan your exit by determining your readiness and financial value, alongside what opportunities exist to increase business valuation, timing, deal structuring — and with our network of attorneys and tax and succession specialists, you can rest assured that your best interests are always being considered.

Capital Procurement

Capital Procurement Services

We’ll provide expert guidance in the procurement of capital for working capital, acquisitions, or any other need — including refinancing your current capital structure.

Financial Modeling

Financial Modeling

We’ll help you and your team build projections that allow for various sensitivity testing, and provide you with the ability to see potential results from any strategic changes you may be considering from both a cash flow and covenant compliance standpoint.

Brokering

Broker Services

With more than 30 years of experience in the alarm industry — both in security and PERS — we have the network, the know-how, and the ability to help expand your positioning within the marketplace.

Sfotware Implementations

Software Implementations

Whether you’re implementing industry-specific financial reporting software for the first time, or converting from one software to another, we’ll provide the leadership and project management tools for a streamlined and successful implementation.

“Since our first introduction [at] Medical Guardian, Marc has been a pleasure to work with. The quality of his processes, reporting, finance organization, and communications rank at the top of our portfolio of companies.”

Aaron Kless, Managing Director, Apollo Global Management

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