What My Clients Say

Testimonials

Summit Ridge Capital worked with April Harbottle to facilitate the addition of a new business into our growing portfolio. April was engaged by the Sellers of the business, but worked closely with us as well, to understand and resolve many of the challenges that arose and we eventually achieved a win-win outcome for all.
Given the competitive situation and  differing priorities of the three owner-operators, we needed to create an offer and structure that met all needs, and differentiated and exceeded the competing offer. April’s input over several months helped to create an offer that successfully won over the Seller’s interest to engage. 
We closed the transaction, albeit several months later than planned (Fall 2020).

Scott Nishi, Partner

Summit Ridge Capital

“Transition Architects facilitated a “Strategic overview” session for us which clarified our current
Business Model and our company strengths, weaknesses & opportunities at a deep level. Additionally,
they completed a financial analysis on our company’s performance, as well as value. The exercise
helped my partner and I clarify our true personal and business goals and how to align them with the
future of our company.
I would recommend using Transition Architects to any entrepreneur(s) needing to make strategic
changes in their company or planning for a personal transition. The Executive Summary prepared for us
at completion has been a roadmap for us to refer to as we start to implement our key changes.

Chris Water

Owner
April was instrumental in helping our company get prepared for a successful sale. She advised us on financial issues, provided support to resolve issues of concern for potential buyers, ensured we had the right advisers and helped to negotiate our deal to a successful conclusion. We'd previously tried to sell the business without success, but April and her brokerage provided the preparation, marketing and advisory support necessary to accomplish our goals and we are very happy with the outcome.

Sam

Controller to Business owner
The Transition Architect team completed a deep and comprehensive review of our company and helped us better understand the true value and strengths of our business.
We were feeling stressed because our original transition plans had not worked out, but now we have a logical plan to help us move toward our retirement goals!
The Transition Architect team completed a deep and comprehensive review of our company and helped us better understand the true value and strengths of our business.
We were feeling stressed because our original transition plans had not worked out, but now we have a logical plan to help us move toward our retirement goals!

Nancy and Bill - July 2018

We worked with April and the Transition Architect team to help me understand the strengths and evaluate any weaknesses in my business to determine whether I needed to continue making further improvements on my company to ready it for sale. Thanks to her and her teams’ oversight and guidance, we are now confident that our company is operating well with only minor additional preparation required. I might be able to start my retirement years earlier than I expected!

Thomas

Owner of Contracting Business
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