Financial Harvest Wealth AdvisorsFinancial Harvest Wealth AdvisorsFinancial Harvest Wealth Advisors
Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789



Succession is the planning of who it is that will lead your business into future decades. Your business that you built is your “baby,” and it matters to you existentially that it continues to succeed after you have moved on to what is next.

Financial Harvest Wealth Advisors finds prudent succession planning and succession success has many benefits, not limited to:

  1. Seeing your business continue to succeed after you have left, is deeply meaningful and fulfilling
  2. Continued success ensures higher earnouts for you and reduces risks of default on installment sales
  3. Higher sale price from high multiples due to expected continued growth
  4. Maintains the culture you helped produce
  5. Transitions your business to the new owners and leaders on thoughtful strategic terms instead of reaction to crisis
  6. Increases your autonomy to be free from the business operations
  7. Takes better care of your customers with continuity of service
  8. Takes better care of your employees knowing the future leaders are well qualified and prepared

Many wait until late in their career to begin thinking about succession planning. However, those that are most satisfied with the exit and succession, start planning a decade or more before their exit. Succession success is intentional, not accidental.

We'd Like to Hear From You
Gain Confidence and Peace of Mind

Free Second Opinion

The team at Financial Harvest invites you to get the answers you need for sound and confident decision making in 2021. We invite you to a free, no strings attached, Second Opinion Financial Checkup.
Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern.