More than an advisor, we’re your partner.

Maximizing cash flow, managing rapid growth, increasing business value … it can all be pretty daunting, but with Peek 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.

Business Valuations
Executive Summary
Confidential Information Memorandum
Sell-Side Due Diligence

Buy-Side Services

Peek’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
Due Diligence
Business Valuation Reviews
Funding Memorandum

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’s analysts are here to support you as you look to the future.


Financial Review

Systems Analysis

Proposed Action Plan


Reporting Reviews

Financial Personnel Assessment

Systems Review

Ongoing Operational Services

From back-of-the-house bookkeeping to our concierge CFO support, we can cover your day-to-day financial administration needs. The Peek team is here to help you keep your business’ engines humming.

Monthly Financial Reporting
Business Tax Support and Partnering
Software Advising
Staff Modeling
Records Reconciliation

“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 a Peek Financial Advisor Today.