I help business owners get financially and strategically ready for their next major move.
I’m the founder of Summit Advisory, where I work with business owners and executives navigating important financial and strategic decisions. My experience spans agriculture, AgTech, energy, infrastructure, real estate, and financial services.
I help clients assess financial readiness, review balance sheets and financing structures, prepare for lending or acquisitions, evaluate growth and capital alternatives, and think through business or asset transitions. I also work with farm and business owners considering divestitures, succession, or life transitions, helping them organize the issues and connect with the right legal, accounting, and other professionals.
My approach is practical and straightforward: understand where you are, identify what needs attention, and develop a clear path toward the next decision.
Prepare for Lender/Financing Discussions -Considering a loan, refinancing, or acquisition financing? Review your balance sheet and financial position with you and help identify the questions, weaknesses, and structural issues to address before approaching a lender. We can discuss leverage, liquidity, existing debt, collateral, financing structure, and how the overall financial picture may be viewed by a prospective lender. This is a strategic financial-readiness review—not a loan commitment
A focused working session for business owners facing an important financial or strategic decision. We’ll review where you are today, identify the issues that need attention, and determine practical next steps. Topics may include financial and balance-sheet readiness, lending preparation, growth or capital alternatives, acquisitions, ownership changes, asset sales, or business transitions. Come with a specific decision, challenge, or opportunity. You’ll leave with a clearer view of the issues,
confidential strategy session for farm and ranch owners considering a sale, partial divestiture, succession, retirement, or another significant life transition. We’ll work through what you're trying to accomplish, the assets and business interests involved, financial considerations, sequencing, and the professional resources you may need. Where appropriate, we can identify questions for your attorney, CPA, real-estate professional, lender, or other specialists.