Peek Advisory’s Team of Experts brings together expertise in month end reporting, valuation, transaction readiness, and operational due diligence for growing and transitioning businesses.
Meet your leadership Team
Jennifer Peek
Founder, CEO & Managing Partner
Jennifer works with business owners and leadership teams on financial strategy, bookkeeping and reporting structure, valuation, and growth-related decision-making. As Founder and Managing Partner of Peek Advisory, she helps clients strengthen financial visibility, identify business gaps, and prepare for important stages of growth, transition, succession, or sale.
Her background includes work across startup growth, acquisitions, divestitures, and strategic finance for businesses ranging from small companies to billion-dollar organizations. Jennifer is a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA), and she brings deep experience in fractional CFO support, business valuation, and transaction related advisory work.
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Gwen Taniguchi
ADVISORY PARTNER
Gwen brings more than 15 years of experience in business operations and strategic growth to Peek Advisory Group. As Advisory Partner, Operations & Strategic Growth, she helps clients strengthen the decision structures, management systems, workflows, and cross-functional alignment required for stronger execution and long-term business transferability.
Her work connects what is happening behind the numbers with how the business actually operates. Gwen is particularly skilled at identifying the relationships between financial performance, leadership behavior, unclear authority, team capability, workflow friction, and dependence on the owner or other key people.
As a Certified Exit Planning Advisor (CEPA®), Gwen also supports operational due diligence, transition readiness, and business transferability for founder-led companies preparing for growth, succession, sale, or other significant changes.
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Lisa Cummings
SENIOR FINANCIAL STRATEGIST
Lisa serves as a Concierge Fractional CFO as well as providing forensic accounting acumen on critical projects. She works with clients to organize, systematize and compile financial data into usable reports to enable management to make key decisions and meet compliance objectives.
With more than 20 years of experience in SEC reporting and financial accounting, Lisa brings expertise in coordinating the accounting and reporting of mergers, acquisitions, and divestitures, including preparation of carve-out and pro-forma financial statements. Her depth of knowledge brings additional financial reporting and analysis acumen to Peek Advisory Group
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Sarah Stambaugh
VALUATION & DUE DILIGENCE ADVISOR
Sarah provides valuation, due diligence and quality of earnings expertise for the Peek Advisory team. She works with clients to develop scalable financial models to support growth strategies, valuation enhancement and funding requests. In addition, Sarah provides valuation expertise for small to mid-size clients in the process of ownership changes including full sales, partnership investment and legacy (generational) transitions.
Sarah has over 20 years of diverse professional experience in corporate finance, investment management, treasury operations, project management and consulting with Fortune 500 companies covering a variety of industries. She brings expertise in financial operations as well as strategic finance including financial modeling, decision support analytics and business case development. Her blend of financial, operational and strategic skills leads to new insights for our business and Peek clients.
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A team built to support financial clarity, growth, and transition
Our team supports growing and transitioning businesses with the financial and operational insight needed for better reporting, better decisions, and better readiness for what comes next.