About Bulwark
Plain talk and serious finance work, under one roof.
Bulwark Advisory Group helps owners build, finance, fix, and sell their businesses. We want those businesses to stay owner-run and operating for the next generation.
Why one firm
Owners of smaller companies often end up with a banker, an accountant, and a deal advisor who never talk to each other, and the finance work larger companies take for granted is priced out of reach.
We put sale preparation, financing, CFO work, and restructuring under one roof, run by people with operating and finance backgrounds.
Who you’ll work with
Jacob Wood
Owner and CEO
Jacob is a U.S. Army and U.S. Coast Guard veteran. His background is in corporate development, FP&A, and restructuring: the inside work of buying companies, planning their finances, and fixing them when they struggle.
He leads client work, transactions, and lender relationships at Bulwark.
What we hold ourselves to
Owner first
We give the advice we would want if it were our business, even when it means a smaller fee or a later sale.
Numbers we can defend
Every figure has a source or is labeled an estimate.
Confidential by default
Blind marketing, and a signed NDA before anyone learns your name.
Plain talk
We say what we see, including the parts you’d rather not hear.
Long view
A good deal has to work for your employees, customers, and community, not only on price. We work with family, veteran-owned, and Native-owned businesses.
Join Bulwark
We add people when the work calls for it: bankers, licensed brokers, CPAs, and analysts who want to learn deal work. See open roles.
Working with your other advisors
Your CPA, attorney, banker, and insurance advisor know you well. We work with them. Tax and legal questions go to them; we bring the deal, financing, and finance work.
If you’re a professional with a client who’s thinking about selling, buying, or borrowing, let’s talk.