Summit Financial Advisory Services

Caldwell Flores Winters (CFW) is a multidisciplinary firm established in 1986, specializing in providing comprehensive facilities planning, financial advisory, and program management services to school districts and municipal entities throughout California. With a focus on student achievement, CFW is known for its innovative approach to developing 21st century learning environments, incorporating educators alongside architects and construction managers in their leadership team. CFW has represented over 250 districts, assisting them in decision-making processes, funding strategies, project management, and securing state aid funding. They also provide data-driven strategies for campaign committees and offer financial advisory services through their affiliate firm, CFW Advisory Services LLC. With a track record of success, CFW has submitted over $1 billion in state funding applications and issued $8.4 billion in municipal debt, serving a diverse range of clients in the education sector.Generated from the website

Chancellor Consulting Group, established in 1991 and based in Novato, CA, specializes in healthcare management consulting with over 35 years of proven industry expertise. The firm offers tailored solutions for health systems, hospitals, and medical groups, focusing on health plan negotiations, financial modeling, and analysis. With a team of seasoned professionals, Chancellor Consulting Group is dedicated to enabling clients to achieve their business objectives with confidence and quality. Their services include managed care financial analysis, contract assessments, and physician recruitment efforts, among others, all aimed at enhancing operational efficiency and financial performance. Generated from the website

Moss Adams is a prominent firm based in San Francisco, California, offering a wide range of services across various industries, including aerospace, healthcare, technology, and financial services. With expertise in accounting, assurance, tax, and advisory services, the firm is dedicated to helping clients navigate complex business challenges and achieve their strategic goals. The firm also specializes in areas such as environmental social governance (ESG), wealth management, and technology consulting, providing tailored solutions to meet the unique needs of its diverse clientele. Moss Adams is recognized for its commitment to excellence and innovation, making it a trusted partner for businesses seeking growth and sustainability. Generated from the website