Summit Advisory
  • 90% Success
    Since 1989
  • Proprietary
    Strategic Transaction Process™
  • Confidential

April 2018 Newsletter


  • Summit Advisory Brokers Another Major Deal
  • New Website Launched for Summit Advisory
  • How Tax Reform Will Boost Middle Market
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December 2017 Newsletter


    • Deal-makers Forecast Uptick in Lower-Middle Market M & A in 2018
    • Workplace Financial Wellness Program
    • Recommendations for Charitable Contributions
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August 2016 Newsletter


  • Top Retirement Strategies: Small Business Owners
  • First Half of 2016 Small Business Transactions Up Slightly Over 2015
  • Jobless Claims
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July 2017 Newsletter


  • While many deals fell through in 2016, observers expect strong 2017
  • Indicator of the Quarter: Construction Spending
  • M&A Trends
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April 2017 Newsletter


  • Indicator of the Quarter: Consumer Price Index
  • Record Number of Small Businesses Were Bought & Sold in America in
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January 2017 Newsletter


  • Number of Small Business Transactions Jump in Early 2017
  • Mid-Market Pulse: Manufacturing Deals to Skyrocket
  • After-Tax Profits and Sales,
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February 2016 Newsletter


  • U.S. Small-Business Owners’ Optimism Again Edges Downward
  • Small Business Transactions Down Slightly As Market Stabilizes From Robust 2014 Activity
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Woodworking Industries

Summit Advisory with its time-proven processes have brokered deals for successful woodworking industry businesses like the ones shown.

The two-intermediary … Read More