Services

We offer a variety of financial advising and related services.

Board Director and Management Consulting Services

Private and Public Owned Board of Directors

Mark Smith has served on Private and Publically owned board of directors since 2008 as an independent director.

Family Boards

In the life stages of a Family owned business, it is not uncommon that the family board of directors finds a need to have an advisor to the board or an independent board member.

Court Appointed

Summit has served trustees of the court , providing support in winding down a business and orderly liquidation.

ESOP

Our Founder, Mark Smith has served on the boards of ESOP companies as an independent director since 2008. He has served as Chair of the board as well as audit, compensation and governance committees.

Exit Planning Board Advisory

When a Board of Directors determines that the company should be sold, Summit help the board to plan,prepare and successfully exit at the best possible price for the shareholders.

Business Plans and Forecasting

Summit provides annual forecasting and planning services to assist busy business owners look ahead and plan for new growth.

Strategic and Organizational Planning

Are you looking for a 3-5 year plan for your business? Business owners are busy working "in" the business every day. Summit can help business owner work "on" their business and plan for its future.

Merger & Acquisition Services

Commercial Property Management Services

Commercial Real Estate Services

Need Help?

Need help or assistance? Our team is standing by to make sure you get the help you need.