Corporate Wellness Opinion™

Times have changed, and in this post-Sarbanes-Oxley business environment, where corporate governance and financial reporting are constantly scrutinized, an independent perspective is essential. Now more than ever, companies, boards of directors, investors and management require the services of an experienced and objective advisor to provide third-party opinions on important matters. The need for the Sherwood Wellness Opinion™ review services arises in many different contexts: mergers, acquisitions, asset sales, spin-offs, insider/affiliate transactions and other transactions that present a possible conflict of interest and simply because the founders, boards and investors "want to know". Sherwood Partners’ deep expertise in finance, operations and accounting enables us to provide sophisticated advice and render well-founded reviews.

By developing a complete and thorough analysis, including the evaluation of alternatives, Sherwood’s Wellness Opinion™ services can be of great assistance in reaching a well-informed decision. This is why we call it our Wellness Opinion™. Independent advice helps to document the consideration process behind important matters and promote the use of sound business judgment, free from bias or potential conflict of interest.

The Corporate State of Health

Companies or components frequently require an independent assessment of the health of their business. Sherwood’s experts fairly and objectively determine "the state of health" of your company. We understand that accurate information requires a sophisticated understanding of the business drivers, systems and application of multiple approaches and methodologies. Knowledge of the practical realities in the marketplace and appreciation for the context in which the Wellness Opinion™ is being used is critical and meaningful.

Financial Management

Debt Financing

Your network of financing sources may not take you to the next level of growth. At Sherwood Partners, LLC, we know the industry and the industry knows us.

Turnarounds and Restructuring

As any company climbs to the top, requirements change. New sales goals and targets emerge; financial needs evolve, markets change and corporate objectives change with market direction.

IP Monetization of Intellectual Property

Sherwood Partners has traveled down all the paths over the past ten years to ensure clients gain a return on innovation. This includes everything from launching products to patenting pure “know-how” to leverage IP to the benefit of our clients.

Corporate Wellness Opinion™ Services

By developing a complete and thorough analysis, including the evaluation of alternatives, Sherwood’s Wellness Opinion™ services can be of great assistance in reaching a well-informed decision.

Debt Reduction and Renegotiation

Whether your company requires restructuring of a few troublesome obligations, needs to streamline and reduce debt or must quickly reduce its cash burn rate, we customize and implement a plan for each situation.

Financial Containment Strategies

Our goal is to fine-tune your operation from a financial and operational perspective. Specifically, we look for ways to improve your company's cash flow.

New Financings

We begin by listening carefully to clients' business plans and timelines. Working with management, we validate the business model to ensure that the proper financing vehicles are utilized.