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SUMMITADVISORY GROUP
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PEOPLE & PERSPECTIVE

Meet the advisers
behind Summit.

An executive team created for this portfolio. All biographies, roles and experience descriptions are fictional. Portraits are illustrative stock photography.

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Illustrative portrait for fictional adviser Jonathan Summit

Managing Partner

Jonathan Summit

Jonathan’s fictional profile represents a thoughtful approach to business direction & owner decisions. The emphasis is on understanding the operating business, explaining assumptions and agreeing on useful next questions.

Specialties

Business direction & owner decisions

Illustrative experience

Management conversations, coordinated reporting and practical planning questions. No professional qualification or certification is claimed.

Business sectors

  • Professional Services
  • Family Business
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Fictional adviser. No real consultation is provided.

Illustrative portrait for fictional adviser Emma Clarke

Advisory Director

Emma Clarke

Emma’s fictional profile represents a thoughtful approach to commercial planning & performance. The emphasis is on understanding the operating business, explaining assumptions and agreeing on useful next questions.

Specialties

Commercial planning & performance

Illustrative experience

Management conversations, coordinated reporting and practical planning questions. No professional qualification or certification is claimed.

Business sectors

  • Construction
  • Technology
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Fictional adviser. No real consultation is provided.

Illustrative portrait for fictional adviser Michael Reed

Tax & Accounting Director

Michael Reed

Michael’s fictional profile represents a thoughtful approach to accounting & coordinated tax questions. The emphasis is on understanding the operating business, explaining assumptions and agreeing on useful next questions.

Specialties

Accounting & coordinated tax questions

Illustrative experience

Management conversations, coordinated reporting and practical planning questions. No professional qualification or certification is claimed.

Business sectors

  • Property
  • Retail
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Fictional adviser. No real consultation is provided.

Illustrative portrait for fictional adviser Sophia Bennett

Virtual CFO Lead

Sophia Bennett

Sophia’s fictional profile represents a thoughtful approach to board reporting & financial leadership. The emphasis is on understanding the operating business, explaining assumptions and agreeing on useful next questions.

Specialties

Board reporting & financial leadership

Illustrative experience

Management conversations, coordinated reporting and practical planning questions. No professional qualification or certification is claimed.

Business sectors

  • Healthcare
  • Professional Services
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Fictional adviser. No real consultation is provided.

Illustrative portrait for fictional adviser Daniel Foster

Business Growth Adviser

Daniel Foster

Daniel’s fictional profile represents a thoughtful approach to capacity & growth planning. The emphasis is on understanding the operating business, explaining assumptions and agreeing on useful next questions.

Specialties

Capacity & growth planning

Illustrative experience

Management conversations, coordinated reporting and practical planning questions. No professional qualification or certification is claimed.

Business sectors

  • Manufacturing
  • Technology
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Fictional adviser. No real consultation is provided.

Illustrative portrait for fictional adviser Olivia Grant

Management Reporting Manager

Olivia Grant

Olivia’s fictional profile represents a thoughtful approach to reporting systems & management information. The emphasis is on understanding the operating business, explaining assumptions and agreeing on useful next questions.

Specialties

Reporting systems & management information

Illustrative experience

Management conversations, coordinated reporting and practical planning questions. No professional qualification or certification is claimed.

Business sectors

  • Retail
  • Construction
Start a conversation

Fictional adviser. No real consultation is provided.

MAKE THE NEXT CONVERSATION COUNT

You already have the numbers.
Let’s make them more useful.

Explore how financial information, business goals and your biggest questions can come together in a more useful conversation.

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THE STRATEGY SESSION

Business
strategy review

60 MINUTES

Performance · Cash · Growth

Illustrative service. No meeting is booked.