Financial advisers with a flair for the feminine.

A B2B financial advisory firm focused on small business accounting, planning, and transactional strategies for women-led businesses.

What We Do

Transaction
Advisory Services

We take the mystery and shade out of buying and selling a business. Our approach is backed by no-nonsense, analysis-driven strategies. Our goal is always the best outcome for everyone involved. No bull. No bias. Only informed, success-minded advising.

Ongoing
Transaction Support

Once you’ve made the decision to buy or sell a business, there can be a lot of “what now?” kinds of questions. At Peek, we offer continued support and guidance as you start to develop your strategies after the purchase or sale of your business. It’s like having your own in-house strategist without giving up the office space.

Concierge
CFO Services

Not every company can have a CFO on their executive team, which is a big reason why we offer this service. From record reconciliations to decisions about software to staff modeling, we build out your financial operations to be self-sustaining and efficient. No need to thank us, it’s what we do.

No down talking. No insider jargon. 100% straight truth and trust in financial consulting.

Who We Work With

Professional Advisors

You’re trusted with your clients’ businesses, but you don’t have to go it alone. Let us supply logistical support to help your clients move on those higher-stakes transactions. We’re all about strategizing for those large-money deals to meet your clients’ longterm goals.

Business Owners

You’re leading your company, but every captain needs a first mate. Navigating the waters of business acquisition, growth, sale, and your eventual retirement can be a bit daunting, to say the least. We’ll be your partner and help you to uncover and understand all the nuances of these and other financial challenges that come with business ownership.

Future Business Owners

You’ve dreamed, brainstormed, and planned long enough and are finally ready to make the move into business ownership. Get things started right by working with our team of experts to ensure your launch isn’t hindered by unforeseen financial challenges. Let Peek help you plan a path to sustainable success in your new venture.

Let’s Work Together

Speak with a Peek Financial Advisor Today.