Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together.
Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings 3, LLC is a majority owner of Summit Financial Holdings, LLC.
Keller Associates, Inc. is a multi-disciplined civil engineering firm serving clients throughout the West. Our engineering services include water, wastewater, irrigation, transportation, site civil, structural, electrical, CE&I, surveying, and grant administration. We currently have 12 offices - Meridian, Pocatello, Idaho Falls, Coeur d'Alene, ID; Clarkston, Kent, Richland, WA; Salem, Bend, Beaverton, OR; Reno, NV; and Provo, UT.
Blue Ridge Partners focuses exclusively on helping companies accelerate profitable revenue growth, the #1 driver of value creation. Since 2002, we have partnered with more than 1,300 companies and 130 private equity firms worldwide to create lasting value across the full investment lifecycle.
We are best known for quickly identifying the one to three changes that will most impact revenue growth and EBITDA performance, then making the required adjustments within the commercial organization to ensure those changes stick over time. Because we focus on execution, results are typically visible quickly, often within the first one to two quarters. Our approach to accelerating growth is agile by design and enabled by AI.
Most commercial transformations do not fail because the strategy is wrong – they fail because execution never becomes consistent. Blue Ridge Partners solves this execution control challenge by working directly with management teams to define the actions that drive revenue growth and ensure they happen consistently in the field.
We operate wherever execution commonly breaks across the commercial organization, including sales, marketing, pricing, customer service, and revenue operations. From due diligence through value creation and exit, we help translate identified opportunities into sustained revenue and EBITDA performance for current and future owners.
Contact us at info@blueridgepartners.com or visit www.blueridgepartners.com.
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