What our customers have to say about Summit Advisory

Merger and Acquisition Services

Sale and Acquisition

Meridian Products“During my business career, I have had the opportunity to partner with Summit Advisory on both sides of the acquisition transaction. When I was the seller, Summit Advisory negotiated an excellent deal with very favorable terms. As a buyer, I believe I received real value for the dollars spent on my new company. In both transactions I was professionally represented, and very well satisfied. I recommend the professional services of Summit Advisory to assist you with your next merger or acquisition.”
M.N., Meridian Products, Inc. and Wild Bill’s Beef Jerky

Acquisition

Rojahn Custom Cabinetry“Honesty, Integrity and Trustworthy are the words that come to mind when I think of Summit Advisory. As a repeat buyer of companies that Summit Advisory represented I can’t say enough about the integrity of the Summit team. There are many things to consider in an acquisition but none is more important than the integrity of the individuals you are dealing with. I would recommend Summit Advisory to anyone who is looking to have a successful experience acquiring a company.”
R.J., ROJAHN Company

Successful Business Sale

“Summit strategically identified one of my strongest competitors as the buyer for my company. They professionally coordinated the entire deal-making process, from valuation and negotiation through the closing’s critical elements of due diligence and the purchase agreement. Summit Advisory captured the return I deserved to receive for my years of hard work in building my company.”
sale of Plain & Fancy Farms to Miller’s Smorgasbord

Successful Growth Through Acquisition

“While we are one of the most successful companies in our industry, we were not known for our snack foods. Summit presented the best company for us to buy to enable us to establish an aggressive and immediate market presence.”
acquisition by Hatfield Quality Meats of Wild Bill’s Beef Jerky

“We were a public company seeking to gain market share in our industry. Summit Advisory presented the leading company in the region that allowed us to consolidate and realize powerful synergies through their skilled negotiation as our intermediaries.”
sale of Whiteford Environmental Services to Synagro Technologies

Strategic Advisory Services

Succession Planning

Birchcraft Fine Custom Cabinetry“Faced with a difficult decision, reinvest capital to grow my business or sell my business for the highest value, I decided to sell my company. Summit Advisory utilized a process which enabled me to generate a high and yet fair value. They successfully helped me meet my goals and transition out of the business. Recently I purchased another business and Summit Advisory helped me create a business succession plan which makes my “Key Man” a stakeholder. Eventually he will own my business.”
E.M., Birchcraft

Family Business Succession Planning

“When it came to discussing the future ownership of our business, my family came to the table with our own agenda and expectations. Summit Advisory developed a business succession plan that enabled us to transfer ownership in an equitable manner for all family members.”
C.H. Higgins & Sons

“We never realized the impact of burn-out until we expanded our business and built a larger facility. The decision to grow took such a toll that our founder and son left the business. Summit Advisory coached us and brought us balance between our family and the business. As we reorganized they also developed an exit strategy which has guided the transfer of ownership.”
D.V.A.W.

Strategic Growth Planning

“My family grew up with the business, but we didn’t have a plan defined for how, when and where they best fit into the organization. The team at Summit Advisory objectively looked at the pieces of the puzzle, structured the business for future growth and coached key family members in leadership.
Zimmerman’s Automotive Service

Business Sales Valuation

“When my partner was diagnosed with a terminal illness, Summit Advisory produced a business valuation that presented a fair value for both myself and my partner’s heirs”.
American Eagle, Inc.