Welcome
Welcome to Summa Financial Group, LLC.
Dealing exclusively in middle market companies with values of $2 Million to $50 Million.
We represent Manufacturing, Business-to-Business Services, Distribution, Low to high tech companies and other various niche industries.
Seminar: How to Sell Your Company
We invite you to participate in an informative, detail-packed seminar on how to valuate
and sell your company, being held soon. More information is available on our Seminar page.Newsletter
We regularly produce a electronic newsletter for our clients packed with information on the M&A marketplace. To sign up and receive the newsletter, click here.
Download the current issue: The M&A Advantage
Highlights include:
- Hard times? Now may actually be a good time to sell a business
- Turning to earnouts: A potential solution for negotiation stalemates
- How to hold on to key employees
- Putting a price on your business
Client Services
The following descriptions provide a summary of each of our client services.
- Determining the Fair Market Value of a Company
- Using professional standards for certified appraisals
- Market driven valuations
- For a free copy of The Ten Most Important Rules For Business Valuation, click here.
- Maximize Owner Value through Planning
- Strategic planning
- Exit strategies
- Divesting a Portion of a Company
- Division or line of business (or a product line)
- A certain Geographic area of the Company's market
- Representing the Seller of a Middle Market Business
- Extensive active buyer database
- Obtaining the best price and terms
- Buyer Search - (Identifying a Company for a Buyer)
- Defining the target companies
- Contacting prospective sellers without disclosing buyer’s identity
- Initial analysis
- Supporting negotiations and closing
