Summit Advisory

Summit Advisory Inc. is a privately owned and growth-oriented firm based in Lancaster, PA, specializing in helping leaders of Middle-Market companies buy and sell businesses and raise capital for growth. With over 30 years of experience, Summit has developed deep expertise and a solid reputation for quality work, integrity, and professionalism. Their strategic transaction process ensures quality, timeliness, and the strongest possible outcome for their clients, with a success rate of over 90% in achieving client goals. Summit's dedicated team of senior-level professionals provides hands-on attention and support, producing top-tier research, analysis, and marketing pieces for every transaction.

As business owners themselves, Summit shares a common DNA with their entrepreneurial clients, offering a focused approach solely on preparing for and executing critical transactions. They do not offer securities, investment management, or general consulting services, ensuring a disciplined and specialized approach. Summit consistently delivers value that exceeds the cost of their fees by a significant margin, helping their clients navigate the complexities of the market and achieve success in their transactions.

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