Read below what the following businesses have to say about Summit Advisory.
 

Merger and Acquisition Services
Sale and Acquisition

"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 very well satisfied. I recommend the professional services of Summit Advisory to assist you with your next merger or acquisition."

M.N. – Meridian Products, Inc. and Wild Bill’s Beef Jerky
Acquisition

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 dealing with. I would recommend Summit Advisory to anyone who is looking to have a successful experience acquiring a company.

R.J. – ROJAHN Company
Successful Business Sale

"In our first engagement Summit Advisory successfully mediated a serious conflict between partners with a win-win outcome. They continued to provide guidance which helped us increase profitability that enhanced the value of Prevo. A number of years later, Summit Advisory helped create an exit strategy to sell our business. They were professional, used the highest degree of personal integrity and successfully found an industry buyer. I felt comfortable in Summit Advisory coordinating the entire process, which allowed me to focus on running the company."

W.K. – Prevo Cabinetry

Successful Business Sale
"Summit strategically identified one of my strongest competitors as the buyer for my company. They professionally coordinated the entire deal-making process, from valuation an 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."

-sale of Plain &Fancy Farms to
 Miller's Smorgasbord

Growth Through Acquisition
"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."

-acquisition by Hatfield Quality Meats
 of Wild Bill's Beef Jerky
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."

-sale of Whiteford Environmental
 Services to Synagro Technologies

 

Strategic Advisory Services
 
Succession Planning

"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."

E.M. – Birchcraft

Family Business Succession Planning
"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."

- C.H. Higgins &Sons
"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."

- D.V.A.W.
Strategic Growth Planning
" 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.

- Zimmerman's Automotive Service
Business Sales Valuation
"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 partners heirs".

- American Eagle, Inc.