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Succession Planning

The freedom to take control of your future

We pride ourselves on a tight-knit culture that offers the personalized support you’ll need to expand your practice as your goals evolve and, eventually, pass it on as you see fit. When you’re ready to grow, we’ll help you through each stage of acquiring another practice or book of business. And when you’re ready to retire, we’ll help you establish a business succession plan – building long-term value that will help you maximize the rewards of your years of hard work.

Guidance to help you take the next step.

Strategy isn't just for exits.

We’ll offer you customized support for each facet of the planning process, including building a legacy, preparing for retirement, growing your business, valuing your practice and protecting your assets.

Prepare to retire

We’ll help you look for buyers. We’ll help you determine your options when you structure the terms of the agreement. These are critical issues in estate planning – and we stand beside you every step of the way, helping you define the steps toward implementation of a solid plan.

Propel your growth

For Financial Professionals looking to expand, we offer strategic acquisition coaching to help you outline and execute your own acquisition strategies. We offer consulting on how to structure these deals, perform due diligence and create purchase agreements. Let us help you close the deal – and then make it work.

Value your practice

Find out what your practice is worth. Take the guesswork out of business valuation by taking advantage of consultative services that are precisely targeted to your needs as a financial professional.

Protect your assets

We’ll help you through the process of catastrophic succession planning, asking you hard questions and offering support as you develop a business continuity plan and establish a catastrophic succession agreement.

Prepare to retire

We’ll help you look for buyers. We’ll help you determine your options when you structure the terms of the agreement. These are critical issues in estate planning – and we stand beside you every step of the way, helping you define the steps toward implementation of a solid plan.

Propel your growth

For advisors looking to expand, we offer strategic acquisition coaching to help you outline and execute your own acquisition strategies. We offer consulting on how to structure these deals, perform due diligence and create purchase agreements. Let us help you close the deal – and then make it work.

Value your practice

Find out what your practice is worth. Take the guesswork out of business valuation by taking advantage of consultative services that are precisely targeted to your needs as a financial professional.

Protect your assets

We’ll help you through the process of catastrophic succession planning, asking you hard questions and offering support as you develop a business continuity plan and establish a catastrophic succession agreement.

Ready to learn more?

Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultant about what your business would look like as a Financial Professional with Harbor Financial.

Talk to a Consultant

Due to severe weather threat of Hurricane Ida, we anticipate some of our branch offices will be closed. If your Financial Advisor’s office is impacted and you require immediate assistance, please contact our Home Office at 888-397-7358.

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