I met with the Summit Group and they thoroughly walked me through the entire process of how an MBO works, how to obtain funding for the purchase, how to interact with the sellers and other relevant information. In fact they patiently met with me a number of times, each time answering my questions patiently and honestly
David Gray arranged for us to meet a variety of lenders and he was successful in creating a choice of financing options for us..this creative financing was crucial to the success of the transaction... David managed the entire process while keeping us totally in the loop and involving us in key decisions....Throughout the entire purchase process, David managed our expectations and he kept us focused on completing the sale.
— Michael Simon, Tetrad Computer Applications
It is with much pleasure that we recommend David Gray and Harvey Lee of The Summit Group. David and Harvey helped us sell our family-run business. [Their] extensive business background helped us understand many of the issues surrounding the sales transaction and enabled us to make sure that we understood each part of the transaction. They also worked with our accountant and lawyers so that we had a complete team of advisers all with the same understanding and goals in mind.
— James Evans, Rene Evans & Roy Evans
I certainly recommend the services of The Summit Group and Harvey Lee. Harvey's calm, professional approach to the sale of our business was very successful and he delivered what he said he would.
— Kevin Manning, Protonics Cleaning Solutions Corp.
I recently had the pleasure of dealing with Harvey Lee of The Summit Group when I acquired Prospects Influential, Inc. Although Harvey was representing the seller, he was always willing to give me his time and advice. I truly believe that without Harvey's representation and facilitation of the entire process, the deal may never have transpired.
— Kelly Wagner, Prospects Influential, Inc.
The Summit Group not only brought their own pool of expertise to [our sale], but could call upon a host of additional specialists in such areas as tax planning, business financing, sale structuring, valuations and due diligence. I would not hesitate in recommending The Summit Group to other business owners contemplating selling. My sincere thanks to Harvey and The Summit Group.
— Alan H. Meadows, Marine Linke Transportation Group