Summit Business Advisors
Mark Smith
PO Box 1141
Blairsden- Graeagle, CA 96103
Phone: 530-836-1570
Company Overview
Summit Business Advisors conducts business in California and Nevada for business owners who want to buy or sell a business. Summit brings over 30 years of experience in assisting and completing financial tranactions in the main street and mid-market business segment.
Summit Business Advisors offers a strategic seven step exit planning process with proven experience and support of the BEI Network.
Summit Business Advisors represents clients in the western US to develop strategic exit plans that have exit timelines in the next 1 year to 10 years.
Summit Business Advisors in uniquely qualified to assist growth phase companies plan and prepare for future capital requirements, internal leadership development , key employee retention plans, new market development and sales culture improvement.
Services Offered
1. Exit planning for main street and mid market businesses. 2. Buyer representation, Seller representation, M&A services for Business sales and transitions. 3. Financial Planning for after business retirement and estate needs. 4. Corporate Growth Strategies for growth phase companies.
Broker Profile
Mark Smith founded Summit Business Advisors in 2006 to continue the work he enjoyed during his 30 year career in the financial services industry. Beginning in 1976, Mark has worked with owners of small and mid-market companies in providing financial solutions to expand a company, enter new markets and acquire or divest businesses.
During his career as a commercial banker, Mark worked in eight states and various cities throughout the West and Midwest. He holds a degree in Business Administration, is licensed as a broker in California and Nevada. Mark also holds a Financial Planning Certificate from Oklahoma City University. He is a member of the Business Enterprise Institute for Advisors, International Business Broker Association, California Business Brokers Association and the Financial Planners Association.
Today, Mark specializes in working with the owners of privately-held businesses in determining corporate growth strategies, comprehensive exit planning and the eventual sale, merger or transition of a company to family members or key employees. While working in these areas, Mark helps his client’s develop their complete plan by focusing on the client’s personal needs and goals.
Affiliations
IBBA; CABB; FPA; BEI