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

Competitive Buyer Services By Summit Advisory

Many professional service firms can help their client sell a business.  What they may not be equipped to do for their client is to identify all potential buyers and qualify them for their clients.  Often a client comes with “the buyer”, but no one has determined if that buyer is the one that can pay the highest value.  There may be other strategic buyers that 1+1=4 or investors needing to deploy cash reserves.  Summit Advisory can help find the best potential buyers to create a competitive process to achieve your clients’ goals and get the highest value for their business.

Offering you and your client value.

We have adapted our Strategic Transaction Process™ to work “hand-in-glove” with professional firms who are managing a sell-side process for their clients.  You will maintain control of the entire process, we will provide a buyer identification and qualification process. We will leverage our firm’s deep research capabilities to develop a robust and highly targeted list of prospects, proactively reaching out to every logical prospect to confidentially promote the opportunity. Our final deliverable to you and your client will be several letters of intent from motivated buyers who are fully vetted and willing to compete for your client’s company.  You, as the lead professional on the team, will then be in a position to manage a final negotiation with multiple interested parties to ensure that your client receives the best possible value and terms.

Alternatively, Summit Advisory can provide full-service investment banking from beginning to end.  However, our more limited scope Competitive Buyer Services can be used if you want to oversee the process and complete the initial business prep and closing.  For our Competitive Buyer Services, the chart above shows in gray the role you will maintain with your client, and in yellow, the role Summit Advisory will provide.

Give us a call so we can discuss if this could be a value-added service your firm would like to promote and to review our lower fee structure for this service.

A Two-Step Process Only Offered By Summit

Guaranteeing your client better results.