More than an advisor, we’re your partner.

Buying a business or selling one?  This could be the biggest financial decision of your business life.  It can all be pretty daunting, but with Peek Advisory you have an amazing team of partners standing with you all the way.

Sell-Side Services

Let our professionals guide you through the process of valuing and selling your current business. This could be the largest transactional process you will ever encounter; you don’t have to manage it alone.

Sell-Side Financial Due Diligence

Business Valuations

Pre-Sale Financial Systems and Reports Assessment

Buy-Side Services

Peek Advisory’s professionals can assist you in understanding the financial and operational value of a company and identifying any potential hiccups before you make an offer. We ensure you will have all the facts before settling on the right price.

Pre-Offer Analysis
Financial Due Diligence
Business Valuation Reviews
    Debt Coverage Reviews

Pre- & Post-Acquisition Services

Whether you are a seller or a buyer, we specialize in building strategies as you contemplate letting go of your company or picking up your next one. Peek Advisory is here to support you as you look to the future.

Sellers

Financial Review

Systems Analysis

Proposed Action Plan

Buyers

Reporting Reviews

Financial Personnel Assessment

Systems Review

Financial Autopsies and Assessments

We provide financial autopsies and assessments to find out what is really going on in your business.  Growing like crazy but always short on cash?  Not sure what product or service is the most profitable?  Need insight into how your financial and accounting processes are working (or not)? The Peek team is here to help you keep your business’ engines humming.

Profitability Reviews
Financial Reporting Assessment and Design
KPI Reporting Design
Cash Flow Reviews and Assessment

“After Peek Advisory team’s assessment, I was embarrassed at how poorly our books were being managed. They completely changed the trajectory of our business through implementation of financial systems and helped us hire a new team to properly function following their departure. I am deeply grateful for all of their work!”

Dr. Jeremy Fry

Fry Orthodontics

Let’s Work Together

Speak with the team at Peek Advisory Today.