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"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


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


"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


"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


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