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Our expertise helps you to create strategic culture change through customized, successful solutions to your complex business issues, in all economic sectors, through:
  • strategic leadership

  • strategic planning and execution

  • organizational transformation

  • employee engagement



Summit Advisors' President recently returned from Buenos Aires, Argentina; Lima, Peru; Johannesburg, South Africa; and Kingston, Jamaica where he was consulting with companies on strategic planning. He also conducted various three-day management workshops for companies on Executive Leadership and Improving Managerial Skills. He will be returning to Argentina and San Paulo, Brazil in a few months.

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Strategic Planning

It’s that time of year to begin reviewing your strategic plan. If you have not yet developed a strategic plan, now is the time to commit.

Below are five questions to consider, developed by Peter Drucker, as an effective way to begin strategic planning.

1. What is your mission? Why does your organization exist in the first place? What are you trying to accomplish for your customers?

2. Who are your customers? Describe the organization you wish to satisfy with your actions.

3. What does your customer value? What is it that you do especially well that you are uniquely suited to provide to your customers? How can you exceed the standards set by your competition?

4.What results are you trying to accomplish? How do you measure success?

5. What is your plan? How do you go about satisfying your customers and getting the results that are most important?

Summit Advisors can help facilitate your strategic planning process.

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Mergers & Acquisitions


The majority of organizational growth strategies contain Mergers & Acquisitions as an important segment of representing new direction.

For a corporate buyer, an acquisition involves merging one or more independently owned businesses with its own. The acquisition can be justified by economies of scale or scope - both enhancing the core business - or it may be a new platform, representing a diversification from the core business.

In any merger or acquisition, the goal is to create and capture value that more than offsets whatever price premium paid by the buyer. Sometimes, this can be achieved through financial engineering, e.g., tax benefits, using leverage, or divesting non-core assets.

However, acquirers are finding that financial engineering opportunities are decreasing and value must b created by cutting duplicative costs, transferring best practices, and taking advantage of revenue opportunities like cross-selling products.

Summit Advisors has worked on transactions for its corporate and financial buyer clients, and has been involved in all elements of the merger/acquisition value chain, from screening through to integration.

A disciplined approach to the acquisition process is vital to ensure success in a world where all studies concur that most deals destroy shareholder value. The disciplines are often ignored, thus the cost is enormous to shareholders and other stakeholders of firms involved. The disciplines are:

  • Investing with direction - Acquisitions are growth strategies. Successful M & A’s have an investment policy that is based on a firm's portfolio needs and basis of competition.

  • Asking the big questions - Focus on the few, big questions in due diligence that test the policy.

  • Integrating where it matters - Prioritize getting at the key sources of value. Gain more by integrating less.

  • Planning for contingencies –Things will go wrong. Know what you can and cannot do and prepare for the unexpected.

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