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

E.M., Birchcraft

“Faced with a difficult decision, reinvest capital to grow my business or sell my business for the highest value, I decided to sell my company. Summit Advisory utilized a process which enabled me to generate a high and yet fair value. They successfully helped me meet my goals and transition out of the business. Recently I purchased another business and Summit Advisory helped me create a business succession plan which makes my “Key Man” a stakeholder. Eventually he will own my business.”

March 22, 2018