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

Investment Consulting Services

Consulting Services –

Prepare for the next stage

Value Enhancement

Using our experience helping hundreds of clients, we can create a step-by-step plan to help you position your company to get the best results from a sale.

Acquisition Plan/Research

Growth by acquisition takes a tremendous amount of planning and detailed research.  Rely on us to be your acquisitions desk and get the same level of expertise.

Succession Planning

Preserving your legacy is important and preparing for a transfer takes time.  With our decades of experience, we can help develop a plan that covers all angles.