Finance as infrastructure, not a reporting function.
Pinnacle can operate as the financial leadership and infrastructure around a business — from senior financial decision-making and planning to controllership and operational coordination. Where specialist execution is required, Pinnacle can bring the right professionals into the relationship rather than leaving the client to coordinate multiple providers.
Start a conversation
Finance as infrastructure, not a reporting function.
Pinnacle can operate as the financial leadership and infrastructure around a business — from senior financial decision-making and planning to controllership and operational coordination. Where specialist execution is required, Pinnacle can bring the right professionals into the relationship rather than leaving the client to coordinate multiple providers.
Start a conversation
For businesses
The financial infrastructure of a company.
Leadership, capital and the operating work of finance, held in one relationship, so a growing company does not have to assemble a bench of vendors.
01
Financial Leadership & Performance
CFO services. Financial controllership. FP&A and management reporting. Budgeting and forecasting. Treasury management.
02
Strategic Finance & Capital
Fundraising — equity and debt. Capital and growth strategy. Valuation. Strategic financial advisory.
03
Business, Tax & Compliance
Accounting and bookkeeping. Tax advisory and taxation. Tax and regulatory filings. Finance and compliance operations.
For businesses
The financial infrastructure of a company.
Leadership, capital and the operating work of finance, held in one relationship, so a growing company does not have to assemble a bench of vendors.
01
Financial Leadership & Performance
CFO services. Financial controllership. FP&A and management reporting. Budgeting and forecasting. Treasury management.
02
Strategic Finance & Capital
Fundraising — equity and debt. Capital and growth strategy. Valuation. Strategic financial advisory.
03
Business, Tax & Compliance
Accounting and bookkeeping. Tax advisory and taxation. Tax and regulatory filings. Finance and compliance operations.
For families
Structure that holds as the group grows.
Promoters and families with more than one business need ownership, risk and capital in a form that can actually be held, not a collection of entities that only make sense on paper.
01
Family structuring aligned with business furtherance
02
Private family trusts and wealth structuring
03
Succession and ownership planning
04
Family office structuring and advisory
Strategic, leadership and advisory work is handled by Pinnacle. Accounting, filings and specialist legal execution may sit with the partner network. Pinnacle remains the principal relationship.
For families
Structure that holds as the group grows.
Promoters and families with more than one business need ownership, risk and capital in a form that can actually be held, not a collection of entities that only make sense on paper.
01
Family structuring aligned with business furtherance
02
Private family trusts and wealth structuring
03
Succession and ownership planning
04
Family office structuring and advisory
Strategic, leadership and advisory work is handled by Pinnacle. Accounting, filings and specialist legal execution may sit with the partner network. Pinnacle remains the principal relationship.
Flexible engagement
Pinnacle can expand, contract or change the nature of its involvement as the client’s business and financial requirements change.
01
Fractional CFO
02
Full-time / dedicated CFO
03
Embedded finance function
04
Project-based assignments
05
Ongoing controller / FP&A engagement
06
Scalable combinations of the above
How the work sits.
Operational support
Controller-level work
Keeping the financial engine accurate, visible and under control — not merely recording transactions.
Strategic leadership
CFO-level work
Turning financial information into decisions: planning, capital allocation, fundraising, treasury, growth strategy and senior management support.
Clients can move between models as needs evolve.
Fractional CFO
Full-time / dedicated CFO
Embedded finance function
Project-based assignments
Ongoing controller / FP&A
Scalable combinations
When this work is needed.
01
A growing company is expanding faster than its internal finance structure.
02
A promoter is preparing for a major capex expansion and external investment.
03
A business needs senior finance capability without building a large fixed-cost finance team.
04
An established company wants to augment an existing finance organisation with controllership, FP&A or CFO-level capability.
05
A promoter or family owns multiple businesses and needs a simpler, more controllable financial structure.
Start a conversation
When this work is needed.
01
A growing company is expanding faster than its internal finance structure.
02
A promoter is preparing for a major capex expansion and external investment.
03
A business needs senior finance capability without building a large fixed-cost finance team.
04
An established company wants to augment an existing finance organisation with controllership, FP&A or CFO-level capability.
05
A promoter or family owns multiple businesses and needs a simpler, more controllable financial structure.
Start a conversation