Transaction Track Record
M.N., Meridian Products, Inc. and Wild Bill’s Beef Jerky
“During my business career, I have had the opportunity to partner with Summit Advisory on both sides of the acquisition transaction. When I was the seller, Summit Advisory negotiated an excellent deal with very favorable terms. As a buyer, I believe I received real value for the dollars spent on my new company. In both transactions I was professionally represented, and Continue Reading
R.J., ROJAHN Company
“Honesty, Integrity and Trustworthy are the words that come to mind when I think of Summit Advisory. As a repeat buyer of companies that Summit Advisory represented I can’t say enough about the integrity of the Summit team. There are many things to consider in an acquisition but none is more important than the integrity of the individuals you are Continue Reading
Sale of Plain & Fancy Farms to Miller’s Smorgasbord
“Summit strategically identified one of my strongest competitors as the buyer for my company. They professionally coordinated the entire deal-making process, from valuation and negotiation through the closing’s critical elements of due diligence and the purchase agreement. Summit Advisory captured the return I deserved to receive for my years of hard work in building my company.”
Acquisition by Hatfield Quality Meats of Wild Bill’s Beef Jerky
“While we are one of the most successful companies in our industry, we were not known for our snack foods. Summit presented the best company for us to buy to enable us to establish an aggressive and immediate market presence.”
Sale of Whiteford Environmental Services to Synagro Technologies
“We were a public company seeking to gain market share in our industry. Summit Advisory presented the leading company in the region that allowed us to consolidate and realize powerful synergies through their skilled negotiation as our intermediaries.”
“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 Continue Reading
C.H. Higgins & Sons
“When it came to discussing the future ownership of our business, my family came to the table with our own agenda and expectations. Summit Advisory developed a business succession plan that enabled us to transfer ownership in an equitable manner for all family members.”
“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 Continue Reading
Zimmerman’s Automotive Service
“My family grew up with the business, but we didn’t have a plan defined for how, when and where they best fit into the organization. The team at Summit Advisory objectively looked at the pieces of the puzzle, structured the business for future growth and coached key family members in leadership.
American Eagle, Inc.
“When my partner was diagnosed with a terminal illness, Summit Advisory produced a business valuation that presented a fair value for both myself and my partner’s heirs”.