Your Partner in Profitability & Positioning for a Top-Dollar Exit

What we can do for you…

Concierge-Level Fractional CFO Services

Our fractional CFO services range from giving you basic financial confidence to partnering with you to build sustainable and scalable value.  We specialize in construction, manufacturing and distribution companies that generate $3 million to $25 million per year in revenue.

M&A Advisory Services

We’ve been on both sides of the deal table. Our financial due diligence uncovers what matters: earnings quality, cash flow reality, working capital requirements, and debt coverage analysis. We support both internal teams and provide complete back-office transaction services.

VALUATION SERVICES

Our valuation services go beyond sale preparation. Whether you’re executing buy-sell agreements, planning family transfers, or addressing estate tax requirements, we deliver both limited and full scope valuations grounded in financial reality and designed to withstand challenges.

No down talking. No insider jargon. 100% straight Truth and Trust in financial consulting.

Peek Advisory Group is a Team of Experts dedicated to building sustainable value and successful transitions.

Founded by Jennifer Peek in 2010, Peek Advisory Group has provided companies of all sizes with strategic accounting consultation, financial analytics, business valuations and M&A financial support.

We deliver comprehensive financial solutions including CFO advisory, strategic M&A services, and transaction support for professional services and development firms generating revenues exceeding $3 million.

Meet the team

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