Summit Advisory
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    Since 1989
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Publications

While many deals fell through in 2016, observers expect strong 2017

By Brendan Releigh, Contributing writer Two of the biggest deals in Central Pennsylvania over the last year were deals that were never completed. And they both involved organizations in Derry Township. In October Penn State Health Milton S. Hershey Medical Center gave up on its plan to merge with Harrisburg-based PinnacleHealth System. Two months before

April 2016 Newsletter

Headlines How Long Does a Business Exit Take? Businesses and Tax ID Theft U.S. Inflation Rates: 2006-2016 How Long Does a Business Exit Take? If you are desperate, you can likely exit your business within a year. But leaving in style – with adequate cash and having achieved whatever other goals they ‘ve set–takes time,

February 2016 Newsletter

Headlines U.S. Small-Business Owners’ Optimism Again Edges Downward Small Business Transactions Down Slightly As Market Stabilizes From Robust 2014 Activity 10 Reasons Family Businesses Are Not Staying in the Family U.S. Small-Business Owners’ Optimism Again Edges Downward U.S. small-business owners continue to be less optimistic about their financial situations in the fourth quarter than they

Woodworking Industries

Summit Advisory with its time-proven processes have brokered deals for successful woodworking industry businesses like the ones shown. The two-intermediary system, Strategic Transaction Process™, and invaluable experience working with woodworking companies produced win-win results on both sides of the transaction. See what some woodworking business owners have to say about Summit Advisory, click here. Whether

A supporting cast is key

By Rebecca Hanlon, Contributing writer While buyers and sellers play the starring roles in any merger or acquisition, they are each supported by a cast of professionals who dive into the details of a deal to make sure their clients get the most out of the process. These advisers include business brokers, attorneys, accountants and appraisers who navigate

Why to buy – and when to walk

By Jennifer Deinlein, Contributing writer In some cases, businesses grow by introducing new products, adding employees or expanding infrastructure. And in others, those same benefits can be realized by purchasing another company. Companies need to evaluate which is best for them, said Matt Roberson, a principal at Sparks, Md.-based SC&H Capital. He oversees the Central Pennsylvania