Clarity before action.
We begin with your goals. Growth, succession, capacity, or a new chapter: understanding the “why” helps bring the right possibilities into focus.
Find your starting point
A CLEARER VIEW OF WHAT’S NEXT
Your firm.
Your life’s work.
Your next chapter.
You’ve built something that matters. We help accounting and advisory firm leaders explore the partnerships and possibilities that come next.
Thoughtful introductions. Aligned ambitions. Lasting relationships.
THE SUMMIT BRIEF
Perspective for
your next move.
Ideas on growth, ownership, and the future of your firm. Delivered occasionally.
M&A ORIGINATION & STRATEGIC GROWTHA fresh perspective
A FOCUSED PERSPECTIVE ON
Accounting & advisoryPrivate-client taxValuationProfessional services
PROGRESS BEGINS WITH PERSPECTIVE
Big decisions deserve
a more personal approach.
The right next step starts with understanding what you want to build, what you want to preserve, and who can help you get there.
Connections with purpose.
Thoughtfully curated introductions between leaders and firms with complementary strengths, shared ambitions, and a reason to explore working together.
See where we focusPeople at the center.
A firm’s future touches partners, employees, and clients. We keep those relationships in view as conversations move from possibility to next steps.
Talk through your goalsDIFFERENT AMBITIONS. SHARED POSSIBILITY.
Where you are.
Where you could go.
We connect the people, capabilities, and ambitions that can make a next chapter possible.
YOU’VE BUILT THE FOUNDATION
Let’s explore what’s possible for the firm you’ve built.
Whether you’re thinking about the next five years or simply asking what else is possible, a thoughtful conversation can help clarify your options.
- Explore growth, succession, and strategic partnership paths
- Consider liquidity alongside your continued role and goals
- Keep your team’s future and client relationships in view
PEAKSIGHTS / PERSPECTIVES FROM SUMMIT
A little perspective.
A better next move.
A MOMENT FOR YOUR FUTURE
You don’t need
all the answers.
Just a place to start.
Take a minute to reflect on what you want next. Answer three questions for a practical starting point and a readiness checklist to keep.
About one minuteNo email requiredAt your own pace
YOUR NEXT CHAPTER01 / 03
What would you most like to create space for?
Three questions. A little more clarity.
THE PEOPLE BEHIND THE POSSIBILITIES
RELATIONSHIPS FIRST. ALWAYS.
Good partnerships
start with understanding.
After more than a decade in retained executive search, Anthony Stewart founded Summit Strategic Advisory with a clear conviction: the right connection can change the trajectory of a firm.
That experience shapes an approach grounded in listening, thoughtful introductions, and an understanding of the people behind a business. Today, Summit focuses on M&A origination, growth strategy, and strategic connections for accounting and advisory firms.
Meet Anthony. Share your goals.Based in North Carolina.Built around relationships.
No. A first conversation can simply help you clarify your goals, understand possible paths, and decide what is worth exploring. You set the pace.
Our focus is accounting and advisory firms, particularly private-client tax, closely held business advisory, valuation, and related professional services. We consider the people, client base, and strategic fit of each potential relationship.
We begin with your goals, your firm, and the questions on your mind. From there, we can discuss whether a strategic introduction, growth conversation, or future follow-up could be useful.
Occasional perspectives from Summit Strategic Advisory on firm ownership, growth, succession, and strategic partnerships. Choose the topics you care about when you subscribe. You can request removal at any time.
THE NEXT CHAPTER STARTS WITH A CONVERSATION