Success is not a matter of chance. It is a matter of choice.
Why Choose Summit Advisory
Helping business owners prepare for and execute critical transactions is all we do. We do not offer securities, investment management or general consulting services.
We consistently deliver value for our clients that exceeds the cost of our fees by a significant margin.
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.
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.
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.
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.
Since 1989 we’ve developed deep expertise and helped hundreds of delighted clients.