We are a CPA-led firm committed to helping clients reach their full business and financial potential. We specialize in Mergers & Acquisitions, Assurance, Tax, and Strategic Advisory—delivering clarity, structure, and insight to complex decisions that shape the future of your business.
Whether you're preparing for a transaction, scaling operations, or navigating regulatory challenges, we provide the financial leadership and real-world experience you need to move forward with confidence—so you can focus on growth while we handle the rest.
“Every great decision starts with clarity.”
Built on trust. Driven by insight.
At Summit Strategic Advisors, our values shape every client relationship, decision, and outcome. They’re not just words—they’re the foundation of how we serve, lead, and grow with those we advise.
We help businesses navigate the complexities of mergers, acquisitions, and strategic exits with clarity and confidence. Whether you're preparing to buy, sell, or merge, we serve as a hands-on advisor --providing financial insight, deal structure support, and real-world experience throughout the transaction.
Through our affiliated firm, EA CPA, PLLC, we offer trusted audit, review, and agreed-upon procedures to support financial confidence and ensure compliance with regulatory standards.
Comprehensive tax planning, compliance, and consulting for businesses and individuals—designed to maximize efficiency and minimize exposure.
Strategic solutions tailored to your operational and financial needs—including fractional CFO support, M&A advisory, bookkeeping, payroll services, financial statement preparation and analysis, and strategic business planning to help you scale with clarity and control.
At Summit Strategic Advisors, leadership is grounded in deep technical knowledge, real-world business experience, and a commitment to helping clients grow with clarity and confidence. We're more than accountants—we’re strategic partners dedicated to your long-term success.
Partner
Assurance and Strategic Services
With over 15 years of experience as an entrepreneur, in public accounting, and in industry leadership roles, Esteban brings a well-rounded business perspective to every client relationship. His main disciplines include assurance services, M&A advisory, and strategic CFO support for small and mid-sized businesses. Esteban's real-world business experience allows him to understand how decisions impact every aspect of a company—from operations and profitability to cash flow and long-term growth. He is passionate about partnering with clients to help them make smarter decisions, navigate challenges, and unlock the full potential of their business.
