Summit Advisory typically represents those wishing to “sell a business”. In some cases we will represent those wishing to “buy a business”, but only if they have a defined criteria of what they wish to buy.
Helping to sell A business or buy A business is all we do, thus we have the experience and knowledge to assure the best outcome.
When the time is appropriate, we will coordinate the process with your CPA and attorney to assure their expertise is part of the process, but we will also help keep these expenses to a minimum. Contact us for a confidential discussion to determine if it makes sense for us to assist in accomplishing your goals.