6 Essentials of Effective M&A Relationship
Our Merger or Acquisition Process:
Interview with Randy Morris, CEO
Review 6 Essential Pillars for M&A success at Summit
NDA and Financial information shared
Series of at least two interviews with Board and Leadership team members
Valuation process
On-site visit to the CO corporate office and the Merging or Acquisition office’s primary location
Exclusivity agreement with due diligence period of 60-90 days
Join Summit
Contact us to learn more about joining Summit or selling your book of business.
info@summitwealthgroup.com
(877) 320-0379
13710 Struthers Road, Suite 115
Colorado Springs, CO 90921