About Peek
Peek, LLC Professional Accounting Services
Our Mission is Clear
We are a financial services and advisory firm designed to provide services as Certified Public Accountants for business capital formation, design, advisory, tax, and accounting. We have a diverse group of tax and business professionals for every need.
FOUNDER & MANAGING PRINCIPAL
Mr. Peek, a CPA, has financed over 200 companies in his career. He is a former banker with a track record of at least 40 financing in seven years of commercial banking and the balance of his financing with a community development corporation (CDC) over a seven year period. Of the approximately 160 financing he managed while with the CDC, more than 70% were to LMI firms and consisted of more than $100 million in financing project cost. He has financed retail, food, real estate, manufacturing, hotel, construction, IT, and various government contracting clients. He managed loan portfolios averaging $30 million with two banks and was responsible for all of the commercial loan business development activities at a $350 million community bank. Mr. Peek syndicated up to $70 million in financing while at these commercial banks. Mr. Peek voted or was an observer on investing $5.5 billion into nearly 400 community banks, CDFIs, Community Banks and Credit Unions, 50 US. States and Territories who created revolving loan funds, venture capital funds, and loan guarantee funds creating over $15 billion in economic impact and access to capital.
Prior to re-launching Diamond Ventures, Mr. Peek was a Senior Policy Advisor at the U.S. Treasury. Mr. Peek was a voting member on the $1.5 billion State Small Business Credit Initiative and an observer on Investment Committees representing Secretary Geithner and Deputy Assistant Secretary Don Graves, Jr. on the $30 billion Small Business Lending Fund (SBLF) Investment Committees, respectively. He was also a voting member on the $300 million CDFI Lending Fund. He was appointed to be a voting member on the Director Selection Committee whose role was to appoint board members to TARP bank recipients. Mr. Peek represented the US. Treasury on the Presidential Task Force for Veterans and led the Access to Capital subcommittee and the Appalachian Regional Commission. His experience and contacts within the Federal Government will be leveraged to assist the Fund’s portfolio companies.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Professionalism
Our firm is one of the leading firms for arranging small business finance and advisory services with consultants and advisors who have done over 1,000 business financings in areas such as manufacturing, retail, health services, car sales, government sales, food production and agriculture, consumer goods, providing, home care, health services, medical and professional services, and nearly 40 other industries. We have close working relationships with tax professionals, tax firms, family planning and trust services, and more.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm and its affiliates.
Responsiveness
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel who can perform We provide total financial services to individuals, government, large and small businesses and other agencies.
To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
Quality
An financial services firm backed by licensed CPAs known for the quality of its service and business expertise. Our firm’s reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
Our high service quality and “raving fan” clients are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.