Success is not a matter of chance. It is a matter of choice.
Consulting Services
Prepare for
the next stage
A Conversation with Bill Draper, business owner and client of Summit Advisory Inc.
Why Choose Summit Advisory
Focus
Helping business owners prepare for and execute critical transactions is all we do. We do not offer securities, investment management or general consulting services.
Discipline
Our Strategic Transaction Process™ ensures quality, timeliness and the strongest possible outcome for our clients.
Value
We consistently deliver value for our clients that exceeds the cost of our fees by a significant margin.
Strategy
Summit has been and will continue to be a privately owned, growth-oriented firm. As business owners ourselves, we share a common DNA with our entrepreneurial clients.
Performance
Our success rate is more than 90% in achieving our client’s goals in a transaction. We’ve earned a solid reputation for quality work, integrity, and professionalism.
Quality
Our clients receive hands-on Senior-level attention through every phase of every engagement. We obsess over the details to make certain that our clients see great results.
Support
We have dedicated, in-house research, marketing, and finance professionals to support our clients. Our in-house team produces top tier research, analysis, and marketing pieces for every transaction.
Experience
Since 1989 we’ve developed deep expertise and helped hundreds of delighted clients.