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


March 22, 2018

“We never realized the impact of burn-out until we expanded our business and built a larger facility. The decision to grow took such a toll that our founder and son left the business. Summit Advisory coached us and brought us balance between our family and the business. As we reorganized they also developed an exit strategy which has guided the transfer of ownership.”