Peak brings a unique combination and wide variety of experience, expertise and customization to each engagement, but our philosophy extends beyond strong educational backgrounds and extensive applicable experience. We pride ourselves on bringing rigorous process and exhaustive financial analysis to each situation. We work diligently to minimize the time line and optimize the results for our clients, while maintaining confidentiality for the benefit of all parties. We want to work with our clients, not just for them. For Peak, it’s really about teamwork to accomplish the task at hand. Our goal is to maximize our experience to optimize our client’s results. Some common themes help to guide our engagements:

Plan for the End Result

One of the most important steps in this process is the initial meeting where Peak ascertains the client’s ultimate goals and works backward to develop milestones that will achieve the desired result. Although this is not a new concept, often business owners can become so focused on the day-to-day demands of running the business that the ultimate goal of all of that hard work becomes lost. We will help our clients focus on the end result, and will provide the services necessary to arrive at that result.

Stay Industry Focused

Franchised businesses are specialized and require specific knowledge of franchise agreements, multi-unit operations and franchise law. Our goal is to capitalize on our years of industry experience to become a leading franchise-focused, boutique investment advisory firm.

Act Like a CFO

For several years now, Peak’s principals have identified a need for providing financial advisory services to the franchise industry. This is a role that is typically tackled by a company’s CFO if the company has enough size to justify employing a full-time CFO. In this role, we differentiate the services we provide by targeting our approach to each client’s individual needs.