Professional Transition Guidance

Specialized Guidance to help you transition your business and finish well

Planning the transition from your company can feel like a mountain to overcome. No matter how large this proverbial mountain may seem, we are confident of this… getting the right guidance will provide a return on investment, will make things go smoother, will make the transition happen more efficiently and greatly increase your odds of getting what you want in the end. Whether a transfer to family, a key employee or selling to a third party, it is likely require more time than you realize. A successful transition will require a skilled team of advisors to Summit your mountain. We want to see you finish well and successfully transition your business. 

Call us today at 913-267-1471 to schedule a 60 minute conversation on your unique situation.

Owners surveyed after they transition from their business report that they didn’t have the outcome they hoped for. The odds of success however can be stacked in your favor by taking action to strategically plan your exit.

How ready are you to successfully transition your business? 

Take the 15 minute Summit Exit Advisors

Exit Preparedness Assessment

by clicking here  

Our Services

Business Valuations

To better understand your business and it potential

Business Continuity Planning

Protect family & employees in the event of a health crisis or premature death

Business Transition Planning

Maximize & protect VALUE, minimize RISK & tax while leaving a LEGACY

Pre-Purchase Due Dilligence

Assess fit, uncover risk & determine true value


“Dave Swob is as genuine a person as there is. He will take the time to get to know you and understand what you and your business needs to be a success and do everything he can to help better you and your business.  He is a great friend once you get to know him and a friend that you can count on for anything.”

Julie D.

Get In Touch

Dave Swob, CExP, President