Summit Business Advisors ( Summit) is a regional business exit planning and transaction firm
Summit Business Advisors has been advising businesses since 2006, and we have over 30 years experience in the financial services industry.
Mark Smith founded Summit Business Advisors in 2006 to continue the work he enjoyed during his 30 year career in the financial services industry. Beginning in 1976, Mark has worked with owners of small and mid-market companies in providing financial solutions to expand a company, enter new markets and acquire or divest businesses.
During his career as a commercial banker, Mark worked in eight states and various cities throughout the West and Midwest. He holds a degree in Business Administration, is licensed as a broker in California and Nevada. Mark also holds a Financial Planning Certificate from Oklahoma City University. He is a member of the Business Enterprise Institute for Advisors, International Business Broker Association, California Business Brokers Association and the Financial Planners Association.
Today, Mark specializes in working with the owners of privately-held businesses in determining corporate growth strategies, comprehensive exit planning and the eventual sale, merger or transition of a company to family members or key employees. While working in these areas, Mark helps his client’s develop their complete plan by focusing on the client’s personal needs and goals.
Summit Business Advisors ( Summit) is a regional business exit planning and transaction firm with offices in Graeagle, California and affiliations worldwide. Summit represents owners of businesses with sales between $500,000 to $20,000,000 per year. Business owners who have owned a business for several years , nearing retirement or looking for a new challenge often find themselves asking;
"How can I exit this business, achieve all my financial objectives and move on to the next chapter in my life?"
Summit works with business owners to map a clear path from where they are today to where they want to be in the future. Summit provides two distinct exit planning processes for the near term exit (one to two years) or for those who plan to exit in the long term (three or more years).
Summit uses state of the art technology, presentations and professionalism to deliver world class exit plans which help our business clients realize an effective and successful business transition.
Summit provides business owners with professional and confidential business transition service that has a focus on;
NOT finding one buyer, but to find the right buyer of your business.
All businesses are valued and marketed to find the right buyer who will recognize the value of each particular business. Purchaser goals are carefully reviewed and matched to the seller's personal and business objectives.
If you are interested in exit planning and selling your business, Summit is a progressive choice.
Need help or assistance? Our team is standing by to make sure you get the help you need.
