Your trusted advisor and growth partner.

Bringing Big Four expertise to entrepreneurs, small businesses, and private equity.

High-touch financial advisory, due diligence, valuation, and CFO services — with the precision national firms provide, tailored to your goals.
2018
Year founded
$1M–$100M
EBITDA transaction range
$500M up to
Valuations delivered
Hundreds
Of sellers represented

About Us

We started Xylinx in 2018 to bring the same level of financial insight, rigor, and service that national firms offer — to entrepreneurs, small businesses, and privately held companies. Our team includes Big Four and global consulting alumni holding CPA, CFA, and other elite designations. Together, we've represented hundreds of sellers on transactions from $1M to $100M in EBITDA, and delivered valuations up to $500M. a div block.
Today, Xylinx is a concierge financial advisory firm providing financial due diligence, valuations, outsourced accounting, controller and CFO services, and tax advisory and compliance — for startups, lower middle-market companies, private equity firms, and family offices. Whether you're preparing to maximize value for a sale or equity raise, or looking to unlock growth after an acquisition, we bring the expertise to help you get there.That shows up in how we work with you, day to day
Concierge

We are with you every step of the way. Xylinx is connected within the business community, helping you navigate complexity — from your first reconciled month to your closing table.

Cost-effective

Our team brings decades of experience operating in every economic cycle. Work with us to optimize your trajectory, whichever direction you're headed.

Experienced

Our team brings decades of experience operating in every economic cycle. Work with us to optimize your trajectory, whichever direction you're headed.

No surprises

Know what you're paying before you engage with us. Unlike national firms, we don't seek scope adjustments without your approval.

Our recent Quality of Earnings process has been a great experience, and we've appreciated the detail-oriented approach. Their meticulous approach and collaborative spirit have been invaluable. We highly recommend the team for any company seeking a reliable and insightful QoE partner.

Frank Pisano

CEO, Bluefin International
I have used this team for the past seven years for a variety of estate planning appraisals and valuations for illiquid gifts. In all cases, they have generated a fair valuation, completed the work timely, and priced their services fairly. I would rate them exceptional.

Michael Novelli

Founder and CEO
Partnering with the Pivot team has completely changed the game for our business. In just half a year, we doubled down on cash flow with clarity and confidence, boosted revenue by over 25%, and built the systems to scale sustainably. This is what happens when heart-led hustle meets strategic support.

Stacy Love

Founder, Wilder + Free Salon

Tell us where you are and where you want to go.

Fueling your growth with smart financial solutions.
Schedule free consultation