Peak Business Advising

What Peak Business Advising does

Peak Business Advising is a privately held, boutique business advisory firm headquartered in Franklin, Tennessee (Nashville metro), founded by Chad Connery and operating as Peak Business Advising, LLC. The firm specializes in business acquisitions and sales, valuations, growth strategies, exit planning, commercial property transactions, tax planning, sales and marketing, and accounting/bookkeeping services, primarily serving SMB owners across the Southeast US. Its core proprietary asset is the PEAK Business Assessment Process, a 20-page business health report combining operational, financial, sales/marketing, goodwill, and branding analysis, which the firm states has been utilized in over 20,000 business transactions.

The company generates revenue through multiple streams: transaction-based fees on business brokerage deals, quote-based professional services fees for consulting and advisory engagements, recurring monthly/quarterly fees for accounting and bookkeeping, and a one-time DIY Business Sales System toolkit sold to self-directed business sellers. There is no disclosed technology platform, no API, and no AI/ML capability; the offering is service-led, dependent on the founder's two decades of experience and an integrated cross-disciplinary team. Distribution is direct-to-client via phone, email, website contact forms, and a Southeast US referral network of attorneys, CPAs, and professional advisors, with the DIY toolkit serving as a self-serve entry point.

The firm operates with 1-10 employees as a founder-led LLC, has no external funding, no parent company, and no disclosed financials. Recent strategic posture has emphasized productization through the DIY Business Sales System and service-line expansion, but there are no documented acquisitions, leadership transitions, or geographic expansions beyond the existing Southeast regional footprint. The business is positioned as an integrated, one-stop advisory alternative to siloed advisors in the SMB M&A and growth advisory market.

Name

Peak Business Advising

Legal name

Peak Business Advising, LLC

Website

https://peakbusinessadvising.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

Peak Business Advising is a boutique business advisory firm in Franklin, Tennessee that provides brokerage, valuation, growth strategy, exit planning, tax, sales/marketing, and accounting services to SMB owners in the Southeast US, plus a self-service DIY Business Sales System toolkit.

Ownership category

akta.pro rank

Product category

Business Advisory and Brokerage Services

NAICS

Administrative Management and General Management Consulting Services (541611), Marketing Consulting Services (541613), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Corporate Strategy Advisory (BPAHADAA)

Keywords

• Business brokerage services
• Business valuations
• Exit planning
• Business consulting
• Commercial real estate acquisitions

Headquarters

HQ city

Franklin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Business Brokerage / M&A Services: Advisory fees and commissions for facilitating the buying and selling of private businesses. The firm provides comprehensive brokerage services including business valuation, custom marketing strategy, buyer attraction and lead generation, and transaction closing support.
2. Business Consulting and Advisory: Strategic consulting engagements covering business strategy, financial guidance, operational excellence, human resources, legal compliance, and technology integration. These are tailored advisory engagements delivered as an integrated team.
3. DIY Business Sales System: One-time purchase of a comprehensive toolkit for business sellers who prefer a self-directed approach. Includes step-by-step roadmap, templates (Confidential Information Memorandum, NDA, Letter of Intent, Due Diligence Checklist), and guidance materials.
4. Sales and Marketing Services: Customized sales and marketing strategy engagements, including capacity analysis, revenue modeling, sales playbooks, pricing optimization, CRM integration, customer satisfaction systems, marketing plans, and branding guidelines.
5. Accounting and Bookkeeping Services: Monthly or quarterly accounting services including bank reconciliation, income statements, balance sheets, cash flow management, general ledger accounting, payroll management, and strategic business advice.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Peak Business Advising is a boutique business advisory and brokerage firm that helps SMB owners buy, sell, grow, and exit their businesses. It delivers an integrated suite of professional services including business brokerage, valuations, consulting, growth and exit strategies, tax strategies, sales & marketing, and accounting, plus a self-service DIY Business Sales System.

Product overview

Peak Business Advising is a boutique business consulting, strategy, and brokerage firm based in Nashville/Franklin, TN. The company operates as a single unified advisory service (not a software platform) offering an integrated suite of professional services: Business Broker Services, Commercial Real Estate Acquisitions, Business Valuations, Business Consulting, Growth Strategies, Exit Strategies, Tax Strategies, Sales & Marketing Services, and Accounting & Bookkeeping Services. These services work together under an integrated TEAM (Together Everyone Achieves More) approach where the firm acts as an extension of the client's leadership team. The sole standalone product/module is the DIY Business Sales System—a self-service toolkit for independent business sellers. The firm also provides a best-in-class business health assessment as part of its consulting engagements.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Broker Services Comprehensive business broker services guiding business owners through the full sale process—from valuation and preparation to marketing, buyer vetting, negotiation, and closing.
• Commercial Real Estate Acquisitions Specialized services for selling businesses along with commercial property, including leaseback arrangements, buyer/investor matching, and coordinated sale transactions.
• Business Valuations Comprehensive business valuation services including operational efficiency assessment, financial structure analysis, and strategic roadmap development to determine and increase business value.
• Business Consulting Advisory services spanning sales & marketing, branding, finance, operations, HR, legal compliance, technology, and product differentiation, including a 20-page business health assessment.
• Growth Strategies Growth acceleration consulting with a proven system to identify risks, unlock opportunities, and create customized roadmaps for sustainable growth and profitability for privately held companies.
• Exit Strategies Exit planning services covering business valuation, strategic enhancements, timeline development, tax minimization, buyer identification, and smooth transition planning for business owners preparing to sell.
• Tax Strategies Tax planning services for business sales focusing on purchase price allocation, stock vs. asset sale treatment optimization, and goodwill classification to minimize tax burden and maximize after-tax proceeds.
• Sales & Marketing Services Customized sales and marketing strategy services including CRM integration, customer satisfaction systems, pricing optimization, market analysis, branding, and KPI tracking dashboards for revenue growth.
• Accounting and Bookkeeping Services Accounting and bookkeeping services including bank reconciliation, income statements, balance sheets, cash flow management, payroll, new business formation support, part-time CFO services, and loan application assistance.
• DIY Business Sales System Self-service business sales toolkit providing a step-by-step roadmap, templates (CIM, NDA, LOI, due diligence checklist), and expert-built guidance for business owners to sell independently. Sold as a one-time investment.

Quantifiable outcome

• Over 20,000 business transactions have utilized the PEAK Business Assessment Process
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Others

• BizBuySell: The largest US online marketplace for buying and selling small businesses, serving as a listing and discovery platform. Functions as a competitive channel for SMB deal flow rather than a service competitor, but directly affects buyer access for boutique brokers like Peak.

Emerging players

• Quiet Light: A boutique M&A advisory firm focused on e-commerce and Amazon businesses. Comparable as a peer SMB brokerage offering seller advisory and exit services, though concentrated in online business categories.
• FE International: An M&A advisor for online businesses and SaaS companies providing valuation and brokerage. Compares to Peak as a peer SMB M&A advisor, though with a digital/SaaS specialization rather than generalist Southeast focus.

Direct peers

• Transworld Business Advisors: A global business brokerage, M&A, and franchise consulting firm with a strong US franchise footprint. Competes head-to-head on SMB M&A advisory and exit planning services in the Southeast.
• VR Business Brokers: A long-established business brokerage franchise network serving SMB owners with sales, valuations, and M&A advisory. Directly comparable service mix and target SMB segment, with broader geographic coverage than Peak.
• Murphy Business & Financial Corporation: A large US business brokerage and M&A advisory franchise network providing valuation, brokerage, and consulting for SMB transactions. Directly comparable to Peak's business broker and valuation services, but with national scale and franchise infrastructure that Peak lacks.
• Generational Equity: A US M&A advisory firm specializing in the sale of private, mid-market companies. Competes directly with Peak on lower-middle-market sell-side advisory and exit planning, though at a larger deal-size band.
• Sunbelt Business Advisors: The largest US business brokerage franchise, with a Southeast regional presence that overlaps Peak's core territory. Offers M&A advisory, business brokerage, and franchise sales — directly competing on buyer matching and deal flow.

Broad incumbents

• Kforce Inc. A large professional staffing and solutions firm with significant presence in professional services, finance, and consulting support. Comparable as a broad incumbent operating in adjacent professional services verticals rather than directly competing on SMB M&A brokerage.

Regional players

• Clark Schaefer Strategic Advisors: A Midwest-based advisory firm providing business consulting, valuation, M&A, and accounting-adjacent services to SMBs. Comparable to Peak's integrated consulting + valuation + accounting model, though in a different US geography.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/peakbusinessadvising
• LinkedInlinkedin.com/company/peakbusinessadvising

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peak Business Advising