Peek Advisory Group is a team of experts focused on building the future of women-led businesses.
Strategist. Solutions Innovator.
Jennifer provides clients with key strategic insights while helping them develop plans to execute on their visions – profitably. At Peek Advisory Group, she consults with executives and business owners to identify business gaps and opportunities to increase value and prepare them for the next stage of business evolution – from growth to varied exit strategies.
Jennifer has extensive experience in the behind-the-scenes tactics of start-up growth, acquisitions, and divestitures ranging from small companies to billion-dollar companies. She provides expertise as a Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), venture investor, business owner, and consultant. She is also a commercial real estate investor and owns two companies. Jennifer currently serves as a board member of the Greater Kansas Friends of Fisher House and is an advisory board member of two privately held companies in addition to her direct work with private clients as a fractional CFO.
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Financial Reporting Manager
Lisa serves as Peek Advisory Group’s primary due diligence expert as well as providing forensic accounting acumen. 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 fifteen 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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Financial Analysis Manager
Sarah provides project oversight and strategic support 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 almost 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.
Send Sarah an email.