Funding & Acquisition

Funding & Acquisition

Are you looking to raise funds for your business?

  • PBS facilitates the process of sourcing, researching, assisting with the due diligence and negotiating the funding of businesses.
  • We help introduce you to prospective debt or equity sources.
  • Our team can help compile and review the material you will need to submit to them including PowerPoint presentations and financials.
  • We can advice you, negotiate for you, and support in the process.

Are you at the point where it's time to sell your business?

  • PBS can help you prepare your business best before commencing the sale process.
  • We can help you compile and review the various documents you will need during the critical steps.
  • Our team can work with you and interface with the buyer.
  • We can be with you as you tackle the critical M&A steps needed for you to sell your company or buy another.
  • PBS facilitates the process of due diligence.
Pivotal Business Solutions Services

Are you seeking to grow through acquisition?

  • Whether you want additional support for due diligence or a full suite of services to analyze the market and source candidate organizations to grow your company, PBS can help.
  • PBS can help to identify and assess candidate organizations.
  • We can help you compile and review the various documents necessary to making sound decisions.
  • Our team works with you and interface with the seller to obtain favorable terms.
  • We support you in the critical M&A steps needed for you to sell your company or buy another.
  • We support you in the critical M&A steps needed for you to sell your company or buy another.

Are you a VC considering various investments and acquisitions?

  • PBS also performs due diligences for venture capitalists, so we understand what funding sources are looking for and can work with you on these.

Are you a CEO in need of a professional business valuation of your company?

  • PBS performs business valuations for companies to help with pricing of Profit Interests, keyman insurance pricing or for valuation for acquisition or sale.
  • Our business valuation includes a four stage process developed by PBS with three pricing methodologies following a rigorous analysis of company and industry data.

Call or email us to discuss how the PBS team can help you with the acquisition of capital or sale of your businesses.


"Adam’s assistance during our fund raising gave us real credibility; the gray hair, when we really needed some. In the early days, Adam was the backstop. Adam helped us put a professional face on our start-up. He fixed the bookkeeping, gave us a blueprint for hiring and found vendors to provide benefits/insurance to our underpaid employees. I truly appreciate his sage advice and counsel and highly recommend him to any business that needs a virtual COO/CFO."

Todd Lieberman, CEO, Voicestar, Inc.

“When it came time to sell our business, our accountants suggested we hire Pivotal Business Solutions. Adam Moskow and PBS navigated us through the process. They negotiated with the prospective buyer resulting in terms that exceeded expectations. Adam was an active advisor in every step of the process from researching the market and creating documents to support our valuation to reviewing financials to coming with us to meetings to negotiating on our behalf to introducing us to legal counsel. I would highly recommend the services of Adam and PBS to anyone looking to sell their business. It was clear from the beginning that PBS was invested in our success.”

Juliet Marsala, Founder, Supports Your Way, Inc.

We can perform any or all of these services for you. When you work with a member of the PBS team, clients tell us they feel they are working with an equal. And, often, clients who want to improve their operations and increase their profitability also want planning and/or recruiting solutions. We're happy to customize our solutions to meet your needs.

Words on a website can't provide the full scope of a face-to-face meeting. Email or give us a call. We look forward to sitting down to discuss your operational challenges and opportunities along with how we can help you improve and grow your business.

Funding & Exiting CASE STUDIES
Business Consulting



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