Financial Planning and Performance

It's About Winning

We work together with senior management, founders and investors to assure that business plans are grounded in sound principles of finance and that the risk reward profile of the organization is balanced. We assist in developing improved financial control and management infrastructure that will adequately support the current and future needs of the business. After we have all the facts, we develop well directed and realistic financial targets and milestones that align with the business strategy and define superior operating results.

Sherwood has found that over a short period of time, our relationships with the company become very strong. Your success is our success.

 

 

Latest News

  • Sherwood Finance

    Sherwood Finance is a special venture with CIT, which offers unique insights for venture finance and technology lending. With our collective backgrounds, we can quickly understand your financing situation in the context of your business model, industry prospects, and asset base.
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  • IRS Section 409A

    Sherwood Partners can help with your 409A compliance process and create a measured and cost-effective program that can minimize your potential liability under this new Internal Revenue Code section.
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  • Expertise for Family Held Businesses

    Sometimes a trust or estate may hold a closely-held business asset. As a corporate fiduciary, you’re in the business of administering trusts and estates, not assessing, operating or liquidating a business. Sherwood Partners’ deep expertise in finance, operations, valuation and accounting enables us to provide sophisticated advice that is highly relevant to this asset class.
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