Peak Advisors
Made for Businesses That run on Grit.
Your books are a mess. You don't know what your business is worth. You're making money but never have cash. We fix all of that — start for free.
Appalachian · Business Owners · Leaders
WHO IS THIS FOR
$500K - $15M in revenue. Built it yourself. Not sure what’s next.
If you're a contractor, shop owner, trucking operator, or family business anywhere in Appalachia — you've built something real. But most of you don't have a financial partner who actually understands your industry, your region, or what's at stake when retirement gets closer.
Peak Advisors was built for exactly that gap. One conversation might change your picture entirely.
Sound Familiar?
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This is the most common place we start. We'll clean up your financials, get your books current, and give you a real picture of your business's value — starting with a free 30-minute call. No judgment.
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That gap between profit and cash is almost always fixable. It's a working capital and cash flow management problem — exactly what our Fractional CFO work is built to diagnose and solve.
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Exit planning is one of our core services. The best exits start 3–5 years early. We help you build toward a number, find the right buyer or successor, and protect what your family has built. Let's start the conversation now — before you have to.
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That's exactly the difference between a tax preparer and a real advisor. Peak Advisors works alongside you month to month — not just at tax time. We're the financial partner most small Appalachian businesses have never had access to.
Our Services
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Clean books, monthly financials, and real numbers you can actually use to run your business
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Senior financial leadership without a full-time salary — cash flow clarity, planning, and someone in your corner when big decisions come up.
WHY PEAK ADVISORS
Born in Appalachia. Built for its businesses.
I grew up in a family of entrepreneurs in Eastern Kentucky. I spent 20+ years inside a top-100 public accounting firm working with privately held businesses. I came back to Appalachia because I know what's at stake here — and because the businesses that built this region deserve better than what they've been getting.
OUR MISSION
Built for the businesses that build Kentucky.
Peak Advisors helps Kentucky business owners build stronger companies with a vision towards the future - so the work that built our communities keeps going for the next generation.