Josh WilsonProfile Photo

Josh Wilson

Capital Market Advisor | Investor | Podcast Host | Author | The Deal Scout | Topics IPO's, SPAC's, M&A, Family Offices

Josh is an accomplished podcast host, renowned for his contributions to developing top-tier media brands. He has skillfully produced more than two thousand interviews, featuring guests including investors, CEOs, and globally recognized thought leaders.

His extensive experience in media has not only honed his expertise but also cultivated an expansive network and solidified robust alliances in the business world. This wealth of connections and insights positions Josh uniquely in the industry.

Josh serves as a Capital Market Advisor and member of the IPO team at Greentree Financial Group, Inc. We are a family office based on the belief that the U.S. capital markets are the best and most efficient in the world, Greentree leverages its expertise to assist high-growth companies in accessing the U.S. capital markets through a public listing. In addition to navigating clients through the complexities of a public listing, Greentree also assists numerous public companies with its ongoing periodic compliance filing needs. The partners at Greentree work to build a long-term growth strategy that is custom tailored to fit the client’s needs.

Financial Advisory Services
- NASDAQ/NYSE listings
- Uplistings to a Senior Exchange
- Special Purpose Acquisition Companies (SPACs)
- PIPE Funding Strategies
- Debt Financing Strategies
- Debt Restructuring Strategies
- Quarterly Derivative Calculations
- Variable Interest Entity Accounting
- Income Tax Preparation
- PCAOB Rules and Auditing Standards
- Reverse Merger Accounting (Recapitalizations)
- Financial Statements and Related Disclosures
- Financial Reporting (Annual and Quarterly Reports)
- Cash Flow Projections

Consulting Services
- Business Valuations
- Business Plans
- Mergers and Acquisitions
- Due Diligence
- SEC Disclosures
- Regulation A Offering Circulars
- State Blue Sky Applications
- SOX Compliance
- Corporate Policies and Procedures
- 15c2-11 Disclosure Documentation
- EDGAR Filings
- S&P CUSIP’s

Beyond his professional achievements, Josh is deeply committed to philanthropic efforts. He serves as an advisor and partner to various Christian ministries, with a focus on initiatives supporting men, prison ministry, and local fire service chaplains. His dedication to these causes reflects a deep-seated passion for community service and making a meaningful impact in the lives of others. Josh's involvement in these ministries is a testament to his belief in the power of Faith and service to foster positive change and support those in need.

Licensure: Florida Real Estate + M&A Business Broker: BK3038350