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

Investment Transaction Services

Transaction Services – 

Exit, Acquire or Recapitalize

Sale of Business

We specialize in companies with revenues between a few million and a few hundred million dollars.  Our Strategic Transaction Process ™ ensures that you receive the best possible value for your company when you’re ready to sell.

Business Transfer

When it’s time to transfer the business to a relative or partner, we can help you navigate the details to ensure a smooth transaction.  We’ll coordinate with you accountant and attorney to make sure the transaction a success.

Acquisition

When you are ready to grow by acquisition, our Strategic Transaction Process™ will ensure that you see all of the best options available, avoid mistakes, and successfully acquire a solid company at a fair price.

Recapitalize

Finding the capital partner can be brutal.  Our Strategic Transaction Process™ ensures that you’ll have the best available options to choose from and the ability to close on the deal that you will be pleased with now and in the future.