Role Of Summit Intermediary

Our role is to facilitate the planning process that will best meet the needs of our individual clients.

As a firm, we combine our knowledge and experience with other disciplines within our succession planning services.

As Advisors, we have an in-depth knowledge of different disciplines and will often interface with existing advisors. As needed we will bring in professionals in the areas of mediation, legal, taxes, organizational development, leadership development, business management, and business valuation. Our goal is to serve as the quarterback of the succession plan so that all aspects of transfer are handled with the highest degree of integrity and professional competence.