Summit Advisory Group

Operator-Level Expertise. Fractional Cost.

Summit Advisory Group embeds senior operations leaders into growth-stage companies — driving process, accountability, and results without the full-time executive overhead.

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Our Services

  • Fractional COO

    Embedded senior operations leadership for companies that need a COO function but aren’t ready for a $250K hire. Own the operating system — team structure, cross-functional accountability, and execution rhythm.

  • Process Architecture

    End-to-end documentation and redesign of core business processes. We map what exists, identify drag, and build the operating playbooks your team can run without you.

  • Operational Due Diligence

    Pre-investment and pre-acquisition ops assessment. We examine team structure, process maturity, systems, and scalability — and give investors and acquirers an honest picture.

  • Scaling Sprint

    90-day intensive for companies at an inflection point. One focused problem — hiring bottleneck, revenue ops breakdown, customer success gaps — solved with a senior operator embedded full-sprint.

Why Choose Us

  • Fractional, Not Advisory

    We don’t write strategy decks and disappear. Summit advisors own function-level outcomes inside your org.

  • No Long-Term Lock-In

    Engagements start at 90 days. Renew on performance. We earn the relationship every quarter.

  • Immediate Impact

    Onboarding is two weeks, not six months. We’re operational before most consultants finish their discovery phase.

  • Cross-Functional Coverage

    Operations, finance, people, and process — covered by a team of specialists under a unified engagement.

Frequently Asked Questions

How is Summit different from a management consultant?
Consultants advise. We operate. Summit advisors own function-level outcomes inside your company — attending your leadership meetings, working in your tools, and accountable to the same metrics as your full-time team.
What size company is the best fit?
We typically work with companies between $2M and $30M ARR. You need enough complexity that operations are a real constraint, but enough flexibility that a fractional leader can make meaningful impact quickly.
How long does it take to see results?
Most clients see measurable operational changes within the first 30 days. The first two weeks are onboarding and assessment; by week three we’re making changes.
Do I need a full-time COO or just better processes?
Often both — but usually in that order. We’ll tell you honestly in the discovery call which problem you actually have. Many clients start with a Scaling Sprint and upgrade to Fractional COO once they see the model work.
How does billing work?
Monthly invoices for ongoing engagements, net 30. Sprint engagements are billed 50% at kickoff, 50% at delivery. Custom due diligence projects are milestone-billed.
Can we work with you remotely?
Yes — most engagements are primarily remote with 1–2 on-site weeks per quarter. We work inside Slack, Notion, and whatever tools your team already uses.

Ready to scale without breaking your operations?

Book a 30-minute discovery call. No pitch deck — just a direct conversation about where you are and what you need.

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