Business Preparation
We'll help you maximize value, find the right buyer, and secure your legacy with our full-service M&A solutions.
Buyer Matchmaking
We’ll team to define the right criteria for the next owner of your business and find a roster of top-tier candidates.
Deal Execution
From negotiation to diligence to closing, we’ll manage every requirement to ensure deals get to the finish line.
Wealth Advisory
We’ll collaborate with your current advisor or connect you with a new one to project and maximize your retirement cash flows.
You reached impressive heights with your business.
Let's structure an exit for the future you deserve.
Selling a business is one of the most significant decisions a business owner can make. After years of dedication, sacrifice, and success, the next chapter should honor everything you’ve built.
That’s where we come in. We specialize in helping business owners like you navigate the complex process of selling your business with confidence and clarity. From crafting a customized exit plan to ensuring your business is presented in its best light, we handle the hard work so you can focus on your future.
Imagine an exit with full-service support.
Our team of pros will be with you every step of the way.
Our comprehensive approach ensures no detail is overlooked.
We prepare your business for sale by introducing buyer-friendly processes, structures, and systems that enhance its value and marketability. We then market your business to a curated pool of qualified buyers, expertly managing the matchmaking process to ensure you find the right fit. From negotiating the deal to assisting with transaction execution, we’re by your side every step of the way. And once the sale is complete, we’ll help you plan for your financial future through wealth management strategies tailored to your goals.
You’ve done the hard part of building your business—now let us take it from here.
Let's pioneer a you-centered exit.
Team with us to prep your business and your life for what's next.
We'll start by helping you name what matters.
We'll start by helping you name what matters. Maintaining your legacy, preparing your second-in-command for ownership, maximizing your sale price, and/or restricting the sale to a very small pool of buyers are all achievable goals we can prioritize in your exit.
Choose the team with end-to-end acquisition experience.
Our powerhouse team includes business owners, M&A advisors, finance and accounting experts, and wealth management pros.
Meet the people who will help you plan and implement your exit.
Mark Fleming, CFA, FRM
President / CEO
Mark brings unparalleled expertise to Summit Succession, with a career spanning small business transactions to multi-billion-dollar IPOs.
A chartered financial analyst (CFA) and financial risk manager (FRM), Mark's financial acumen and strategic insights have been honed over decades of guiding clients through complex financial landscapes. His experience encompasses structuring deals, optimizing outcomes, and creating value for business owners at every stage of their journey.
From advising entrepreneurs on local business sales to orchestrating large-scale public offerings, Mark's track record demonstrates his ability to navigate the full spectrum of deal-making. His dedication to understanding each client’s unique goals ensures that every transaction, regardless of size, is executed with precision and care.
Kate Fleming, MBA, CM&AA
COO / Director of Buyer Relations
Kate is a certified merger and acquisition advisor who has bought, built, and exited businesses. Her expertise is in ensuring buyer fit to seller goals to create best-case outcomes.
Ariane Martin
Director of Financial Analysis
Ariane is a financial expert who specializes in acquisition finance. She is a certified professional accountant (CPA) candidate.
Norvin Villa, CPA
Director of Analytics
Norvin brings 20 years of experience in accounting and finance. He is a certified professional accountant (Philippines) and is an MBA graduate.
Francis Calpo
Director of Deal Execution
Francis oversees the logistics of bringing agreed-upon deals to the finish line. He is an expert in deal financing and deal project management.
Learn more about our services.
See how we can help you plan your exit, sell your business, and provide financial planning for your next adventure.
Business Preparation
A successful exit starts with preparation. We can help you:
Organize and refine your financial records for transparency and credibility.
Streamline operational systems to showcase efficiency.
Strengthen your management team and organizational structures to instill confidence in buyers.
Highlight your business’s unique selling points to stand out in the marketplace.
Buyer Matchmaking
Impressive businesses attract throngs of buyers. Here’s how we make the perfect match:
Collaboratively define the ideal buyer profile for your business.
Tap into an extensive network of qualified buyers, from strategic investors to private equity groups.
Screen candidates rigorously to ensure they meet your expectations before disclosing high-level information.
Facilitate introductions and build connections to foster trust between you and potential buyers.
Deal Execution
You have a business to run. We'll take on every step and challenge of the deal. Our team works tirelessly to:
Negotiate favorable terms that align with your goals.
Guide you through the due diligence process, ensuring your business meets all buyer requirements.
Coordinate with legal, financial, and tax professionals to address critical details.
Oversee closing to ensure the transaction is completed smoothly and on time.
Wealth Advisory
Ensure you're well-positioned for life after the sale. We'll team with or connect you with experienced wealth advisors who provide:
Personalized financial planning tailored to your goals.
Strategies for saving, investing, and growing your wealth.
Guidance on philanthropic opportunities and legacy building.
Expert advice on tax optimization and estate planning.
Explore some of our recent deal success stories
We're one of the most active players in the SMB space.
Find answers to your top questions.
Explore our frequently asked questions to ensure Summit Succession is the right fit for your exit.
How can I determine a fair price for my business?
There isn't a single, simple formula for finding a fair value range for your business. Rather than offering a generic valuation calculator, we model a valuation that's based on your specific business, not just your industry, revenue, or cash flow. This valuation is offered through our exit planning service.
What makes your company different from other M&A firms?
We believe the sale transaction is only one part of the process, and it's neither at the start nor at the end of your exit experience.
Our goal is to help you prep for the sale well in advance so you can make moves that will maximize your sale price, attract multiple high-caliber buyers, and transition out of your business with confidence.
We also aim to prepare you for what's next. Our wealth advisory service can connect you with experts to take on tax optimization, financial and estate planning, and save/invest strategies.
What can I expect from exit planning?
Our team will help you evaluate your business from a financial, legal, and operational perspective and explore ways in which you can add value to your business before selling. This work may include bookkeeping cleanup, adding processes and procedures, making strategic hires, restructuring your business, making a strategic acquisition, implementing site improvements, and exploring other value-add opportunities.
It will also include work to help you, as an individual prep for your exit. Our one-on-one consultation will help us pinpoint specific areas of focus.
What steps do you take to keep my sale confidential?
We take a multi-pronged approach to confidentiality. In every instance, we list businesses with a generalized title, location, and description. At this stage, we aim to give buyers a loose idea of what's being offered without permitting them to identify your specific business.
Next, we require every prospective buyer to complete our non-disclosure agreement (unamended), as well as a buyer registration that ensures they're a fit as a prospective candidate before gaining access to any specifics about your business.
Then, we prepare your business's marketing materials in two formats. We offer a "blind" confidential information memorandum (CIM) that includes a detailed writeup and an overview of your financials without disclosing the business name or identifying characteristics (subject to your review and approval). Later, a very small, pre-cleared group of buyers who demonstrate interest and fit can access our full CIM, which provides the name, location, and details of your business.
If keeping your business off of listing sites is important, we offer another path: We can connect you with our internal roster of pre-verified buyers. You can decide which buyers to connect with based on our docier.
What types of businesses will you represent?
Summit Succession represents businesses with an EBITDA of $500,000 to $10,000,000. However, we also have a wide range of industry contacts and would be happy to make introductions to other brokers or M&A advisors if your deal falls outside that range.
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Helping business owners sell at peak value with expert M&A solutions, legacy planning, and wealth advice.
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