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 Review 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 Review can be of great assistance in reaching a well-informed decision. This is why we call it our Wellness Review. 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 Review is being used is critical and meaningful.


Sherwood Partners, Inc.

Silicon Valley | Los Angeles | New York

3945 Freedom Circle
Suite 560
Santa Clara, CA 95054

Phone: 650-454-8001
Fax: 650-454-8040


© Copyright 2019, Sherwood Partners, Inc., All rights reserved.