Financial expertise for buying, building or selling your company

(Peace of mind shouldn’t be a bonus)


As a boutique advisory firm, we work with buyers and sellers to navigate the sometimes confusing and often overwhelming mergers and acquisitions process through our unique combination of advisory acumen, financial expertise and decades of experience.

All businesses should have a legacy.  Let us help you make yours.

Transaction Advisory Services

What if…?  We provide buyers and sellers with a customized approach backed by a systematic solutions and extensive analysis from a neutral point of view.  We work for the best outcome, on the fastest track, for the everyone’s success.

Ongoing Transaction Support

Getting ready to sell…or just bought?  By balancing business growth with sustainable profits, we help our clients develop and maintain a business legacy for the next generation of owners (whoever that may be).

Concierge CFO Services

From forensic accounting special projects to system implementations, we support and strengthen your in-house talent to get those projects off the to-do list while keeping the business operations running smoothly.

Build Your Business Legacy.

Our Clients

Professional Advisors

Your clients have high standards when it comes to managing high-stakes transactions—from the mergers and acquisitions process to generating healthy profits and returns on investment. How can you provide them with the security they need when it comes to strategic financial support?

Business Owners

You’re ready to make your next move with your company—whether you’re selling your company, preparing for retirement, acquiring another company, or striving toward new growth goals—but are you prepared to handle the complicated financial aspects of these changes?

Future Business Owners

The next opportunity is right in front of you—the chance to acquire a company or to get a new venture off the ground—but do you have the time and expertise to manage your transaction singlehandedly or to take care of your new company’s financial health?

Speak with a Peek Financial Advisor Today.