01
Listen, then diagnose
We start inside the business — its people, its books, its bottlenecks — and form an independent view of what is actually constraining performance, not what is merely visible from the surface.
Independent advisory · Established 2012
Decisions worth getting right the first time.
We work alongside owner-led and mid-market companies in Florida and beyond — bringing senior judgment to the questions that move the numbers: where to grow, what to fix, and when to commit capital.
In practice since
2012
More than a decade of engagements
Based in
Miami, FL
Brickell · advising nationally
How we engage
Partner-led
No hand-offs to junior teams
The way we work
A deliberate sequence, not a deck.
Every engagement follows the same disciplined arc. We earn the right to recommend before we recommend anything — and we stay until the change holds.
02
Frame the real choices
We narrow the noise to a small set of decisions that genuinely matter, each with its trade-offs made explicit. Clarity is the product; the slides are just where it lives.
03
Commit to a plan
Recommendations become a sequenced plan with owners, milestones, and the few metrics that signal whether it is working — sized to what your team can absorb without losing the day-to-day.
04
Stay until it sticks
We remain close through execution, adjusting as reality intrudes. We measure ourselves by what changed in the operation — revenue, margin, throughput — long after the engagement closes.
Where we focus
Four areas, one standard of rigor.
We keep our practice narrow on purpose. These are the rooms where senior judgment compounds — and where most owner-led companies feel the gap most acutely.
Strategy & Growth
A · 01Market and competitive analysis, growth thesis, and multi-year planning grounded in your own economics rather than industry averages.
Operations & Performance
A · 02Process review, cost structure, and the operating cadence that turns intent into reliable, repeatable execution.
Capital & Transactions
A · 03Readiness for raising, buying, or selling — financial framing, due-diligence preparation, and a clear-eyed view of value drivers.
Leadership & Transition
A · 04Organizational design, succession planning, and the structure a company needs to outgrow its founder without losing its edge.
Good advice is rarely the answer no one had thought of. It is the discipline to act on the answer everyone was avoiding.
Summit Advisory · on the work
Start a conversation
Tell us what the next decision is.
The first conversation is exploratory and without obligation. If we are not the right fit, we will say so — and point you toward someone who is.
Email the firmOffice
2501 Brickell Ave Apt 901
Miami, FL 33129
United States
Miami, FL 33129
United States
Hours
Monday – Friday
9:00 AM – 6:00 PM ET
9:00 AM – 6:00 PM ET