Summits Way Strategies

I've been working on something for a while and wanted to share what I'm up to these days.

Many of you know I've been in the financial world for years, while I am still a financial advisor, I took the leap and started something that feels really right. Summits Way Strategies.

I help business owners figure out what their company is actually worth and what it needs to be worth for their goals. Sounds simple, but honestly, most business owners I talk to have no idea what they've built in terms of actual value.

After working with everyone from coffee shops to service based companies to tech folks, the pattern became pretty clear: these are smart people who are great at what they do, but they're not always sure what moves the needle on building real business value.

It's been really rewarding helping people step back and see the big picture of what they're building. Plus, the work we do can actually increase what their business is worth, so when they're ready for their next chapter, they have real options.

Business owners, what's keeping you busy with your business these days - growth challenges or operational issues?

Happy New Year, Everyone!

I had the opportunity to step away for a few weeks but did want to take a moment to say that I hope everyone enjoyed the holiday season.

As I start off the new year I want to start it with gratitude.

I am very grateful for the time that I was able to share with my family and loved ones over the holiday season. It was the perfect ending to the year.

Wishing you all the best in the coming year!