Trucking and Logistics Advisors | sc + usa

Trucking, Logistics & Operations-Based Companies

We run the numbers, you run the business.

Helping owner-led companies navigate succession, buyouts, and growth with clarity and confidence.

 
LET US RUN THE NUMBERS FOR YOU.

Ready to fix your business finances?


The Challenge for Operators

Running a trucking, logistics, or industrial services business isn’t just about keeping the wheels turning, it’s about managing cashflow, equipment financing, fuel costs, regulatory demands, and people who make it all work.

But when it’s time to plan for the next stage, whether that means, strategic growth, passing the business on, buying out a partner, or selling a division, those operational complexities make decisions harder. That’s where Pendleton Street Business Advisors comes in.

We’ve helped businesses like a multi-division sand and trucking operation in South Carolina separate and sell part of their business, manage a buyout among siblings, and structure ownership for stability and growth.

If you’re an owner in trucking, logistics, or heavy operations looking for guidance on transition, valuation, or restructuring then you’re in the right place.


How We Help

Ownership Transitions & Buyouts

We help business owners structure transitions that protect cashflow, minimize taxes, and keep the business running smoothly. Whether it’s transferring to family, selling to key managers, or buying out a partner.

Case Study: A trucking firm that wanted to split ownership evenly and fund a buyout without putting daily operations at risk.

Business Valuation & Deal Strategy

We provide detailed business valuation and transaction guidance, so when it’s time to sell, divide, or refinance, you know exactly what your business is worth and how to maximize the outcome.

Case Study: A sand and hauling company sold one line of business for eight times profit — we guided the structure, timing, and reinvestment.

Cashflow & Capital Planning

Your equipment and fleet are assets, but they’re also cash-intensive. We design financial strategies to balance reinvestment, using smart debt, owner compensation, and long-term business health.

Operational & Financial Clarity

Many trucking and logistics owners rely on gut instinct. We help you turn that instinct into insight, aligning your books, KPIs, and strategy to improve efficiency, margins, and valuation.

Exit & Growth Strategy

Whether your next move is expansion or exit, we develop a roadmap that positions your business for the best possible future. That might mean preparing for acquisition, spinning off a profitable division, or gradually stepping away from day-to-day operations.


Why Trucking & Logistics Companies Choose Us

Industry-Aware Perspective

We understand the realities of asset-heavy, cashflow-driven businesses, especially those with variable margins, seasonality, and equipment financing considerations.

Strategic, Not Theoretical

Our advisors work at the intersection of financial strategy and real-world operations. We’re used to rolling up our sleeves and working alongside owners, not just providing reports.

Objective Guidance in Complex Situations

When partners or family members are involved, emotions and money can collide. We bring a neutral, structured process that helps everyone focus on facts, fairness, and the long-term health of the business.

Proven Results

From restructuring a multi-million-dollar trucking company to facilitating multi-owner buyouts, our clients have achieved clean exits, higher sale multiples, and lasting business continuity.

Local Experience, Real Relationships

We work with owner-led companies across the Southeast who value discretion, trust, and a partner who speaks their language — not consultant jargon.


The Process


Let’s Talk Strategy

If you’re an owner in trucking, logistics, or industrial services, and you’re thinking about the next step for your business, we can help you create a roadmap that makes financial and operational sense.

Schedule a conversation with our advisory team to see how we can support your next move.