Summit Advisory
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Publications

Why Leverage Matters

When it comes to negotiations in mergers and acquisitions, or even business disputes, you want to come to the table with leverage and a strong position. One of the best ways to strengthen your hand is through BATNA.  The acronym means best alternative to a negotiated agreement – in other words, your most advantageous options

Newsletter – Q1 (2019)

Summit Advisory Continues Sponsorship of The High Center for Family Business Summit Advisory is proud to partner with The High Center to serve and strengthen family businesses. In addition, Summit Advisory is a Silver Sponsor for the April 16, 2019 Family Business Forum.  This forum will feature keynote speaker, Alan Mulally, former President and CEO

The Anatomy of a Merger

By Jen Vogelsong, Contributing Writer Many people have worked for a company that has been bought by or merged with another.  The difficult process can cause worries about changes in corporate culture, job descriptions and employment security… Ronald Myer, President of Summit Advisory in Lancaster has been quarterbacking such deals for 14 years.  He took

Top Five Mistakes Business Owners Make When Selling Their Company

Selling a business is often a confusing and difficult process, and most business owners only do it once in a lifetime. Very few go through the process enough to really become comfortable with the ins and outs of selling a company successfully. Writing directly to business owners, here is my list of the top five major mistakes that you absolutely must avoid when it’s time to take an exit.

April 2018 Newsletter

Headlines Summit Advisory Brokers Another Major Deal New Website Launched for Summit Advisory How Tax Reform Will Boost Middle Market M&A How Tax Reform Will Boost Middle Market M&A The reduction in corporate tax rate from 35 to 21 percent will give strategic buyers more cash to spend on acquisitions. This legislation contains several provisions