Begin The Conversation
Your legacy deserves a partner who will protect it. Summit is that partner.
“If we can free up advisors to spend 80% of their time doing what they do best — and surround them with a team doing what they do best — the ultimate winner is the client.”
— Randy Morris, CFP®, ChFC®, AIF®
CEO, Summit Wealth Group
Summit M&A Opportunity Stages
Strategic Fit & Cultural Alignment
NDA Executed & Information Exchange
Preliminary Valuation & Partnership Structure
Letter of Intent (LOI) Signed
Due Diligence & Integration Planning
Definitive Agreements Executed
Transaction Closed / Partner Onboarded
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