Trunnion
Strategic Advisement
Trunnion Guides Businesses Through growth and Transition. We specialize in sell-side advisory for private companies seeking an exit.
Sell Side Preparation & Advisory
We work closely with business owners to prepare for a successful exit by enhancing financial clarity, operational efficiency, and market positioning. From valuation alignment to due diligence readiness, we ensure the company is presented in the best possible light to attract the right buyers and maximize return.
Transition Management
We guide companies through complex transitions by aligning leadership, stabilizing operations, and managing critical handoffs. Our team supports owners and stakeholders to ensure a smooth transfer of knowledge, culture, and responsibilities—protecting value and ensuring continuity.
Performance Improvement
We identify and execute performance optimization initiatives that increase enterprise value pre-exit. This includes improving margin, reducing inefficiencies, and strengthening key growth levers. Our approach delivers measurable results that position the company for sustainable success—whether or not a transaction occurs.
Evaluate
We assess the current state of the business, uncover key opportunities, and begin outlining a clear and realistic plan for long-term value creation.
Prioritize
We identify the business areas with the greatest potential for impact and prioritize changes that align with your exit goals and timeline.
Implement
We execute critical improvements, track measurable results, and support your leadership team in driving meaningful, lasting changes.
Connect
We facilitate thoughtful introductions to investors, fostering relationships built on alignment, shared goals, and clear communication.
About Us
Trunnion is a strategic advisory firm that helps business owners prepare for successful exits, transitions, and long-term growth. We specialize in sell-side preparation, performance improvement, and investor alignment, ensuring companies are ready for what’s next.
Founded by Kyle Putzstuck, a CPA and Certified Turnaround Professional, Trunnion brings deep financial and operational expertise across industries like paper, retail, oil & gas, and construction. Our leadership team includes seasoned advisors Micah Bartlett and Marc Allen, whose backgrounds in banking, sales, and private business transitions offer clients real-world insight and actionable strategy.
At Trunnion, we evaluate, prioritize, implement, and connect—helping companies unlock value and achieve smooth, profitable transitions.
Experience You Can Trust
At Trunnion, we specialize in preparing business owners for high-stakes transitions, exits, and performance transformations. Our proven track record spans multiple industries and complex ownership scenarios—guided by hands-on leadership and deep financial insight.
Led by Certified Turnaround and CPA professionals with private equity and advisory experience
Trusted by companies in manufacturing, construction, retail, banking, and more
End-to-end support from initial evaluation to investor connections
YOUR BUSINESS DESERVES A STRATEGIC PARTNER
Trunnion isn’t just an advisory firm—we’re an advocate for your long-term success. From sell-side preparation to performance turnarounds, we fight for stronger outcomes and smoother transitions at every stage of the business lifecycle.
Our team brings deep experience in finance, turnaround consulting, and operations. Whether you’re preparing for a future exit or navigating ownership changes today, we step in with clarity, confidence, and a plan that works.
