Clarity. Control. Value.
Your partner in building a stronger business today and positioning it for a successful exit tomorrow.
What we can do for you…
Monthly Financial Services
Our monthly financial services are built for construction, manufacturing, and distribution companies earning $3–25M. You get timely, accurate reporting that reflects operational reality, so you can make confident, strategic decisions without second-guessing the numbers.
Valuation Services
Your business is likely your most valuable asset. We help you understand what it’s worth today, what’s holding that number back, and what levers can grow it. Our valuations go beyond a single transaction they prepare you for ownership transitions, family transfers, or a future sale with confidence.
Systems & Advisory Support
Financial performance depends on how well your operations run. We help you tighten processes, remove bottlenecks, and reduce dependency on key people so your business is scalable and less risky the very things that drive higher value at exit.
Straightforward answers. Clear insights. No jargon.
We treat you like a Partner, not a student.
Peek Advisory Group is a Team of Experts dedicated to building sustainable value and successful Ownership transitions.
Since 2010, Peek Advisory Group has helped mid-market companies build stronger financial foundations and prepare for successful transitions. Led by founder Jennifer Peek, our team combines deep expertise in financial reporting, valuations, and M&A support with practical operational insight.
We work with business owners generating $3M–$25M in revenue who want more than reports, they want clarity, confidence, and a clear path to growth or exit.
