Summit Advisory

Exciting News from Summit Advisory!

We're thrilled to share another successful transaction! Our team recently guided a multi-generational septic & waste disposal company through a strategic acquisition, ensuring a smooth transition for the seller and setting the buyer up for long-term growth.

Once again, the Summit Advisory team generated strong buyer interest with multiple LOls received, achieved a valuation beyond the seller's expectations, and structured deal terms that maximized the seller's transition goals.

"This transaction showcases our ability to position businesses for a successful sale and attract the right buyers to maximize value." - Doug Young, Principal, Summit Advisory.

With a strong foundation, the new owners are ready to expand operations, enhance customer service, and drive growth. We're honored to have played a part in this milestone!

If you're considering selling, merging, or buying a business, let's discuss how we can assist you in achieving your goals. Reach out today!

Happy New Year from the Summit Advisory Team!

It’s almost here! Our 12 Days of Adoptions event kicks off Friday, December 13 and runs through Tuesday, December 24! 🎄🐾

✨ Adoption fees waived for cats, critters, and dogs at our Berks and Lancaster adoption centers, thanks to our amazing sponsors:
Guthrie Dental, Ty & Tina Shank, Summit Advisory, Berks Pet Care, Riverfront Federal Credit Union, Blazing Technologies, Inc., Mitsubishi Chemical Advanced Materials, Customers Bank, Penn Pride, and Urso Financial Management & Financial Consulting, LLC! 💕 (Some exclusions may apply.) 🐶🐱

Looking to add a furry friend to your family this howliday season? 🎁 Visit our Adoptable Pets page or stop by in person! We're open seven days a week, 10 AM - 4 PM.

Let's give all loving pets in need a home for the holidays! 🐾🎅

Navigating both sides of an acquisition can be challenging, but with Summit Advisory, you’re in trusted hands. Below, our client described the experience they had working with our team.

"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

Is your business prepared for the future? Succession planning is critical for ensuring a smooth transition and protecting the company’s value. By focusing on business valuation and financial strategies, you can reduce tax impacts, secure funding, and ensure continuity.

At Summit Advisory, we help businesses navigate the complexities of succession with expert guidance and tailored solutions. Let us help you plan your next steps today!

Our primary objective is client success and that's achieved through our Strategic Transaction Process.

In this process, our steps include:
-Preparation
-Strategic planning
-Proactive outreach
-Creating options
-Ex*****on
-Expertise

That's why we have a success rate of over 90% in achieving our clients’ desired outcomes in a transaction. To learn more about each step in our process, click here: https://hubs.li/Q02Qg6Rq0

With OSHA's new proposed rule addressing extreme heat, manufacturers need to stay proactive in ensuring workplace safety.

This regulation could impact many aspects of manufacturing operations. Compliance, employee well-being, and productivity are key concerns to keep in mind as this proposal moves forward.

Read all about how this rule could impact manufacturers here: https://hubs.li/Q02Pzydc0

How OSHA’s proposed heat rule could impact manufacturers Companies should prepare now to offer employees additional breaks and increased air conditioning, as global temperatures continue to rise. 

Our team would like to wish you a Happy 4th of July! We are closed today for the holiday and will reopen tomorrow, July 5th, for regular hours.