Securing Your Future 

 

 

 

Innovative                  

Collaborative             

Succession Strategies

 
    Harbor Succession Strategies is not a law firm and does not offer legal advice or services. Legal representation may only be provided by an attorney licensed in the client�s state of residence. It is important that the attorney selected have experience in business transition and estate planning.

    Welcome 

    Harbor Succession Strategies, LLC provides innovative, collaborative business succession planning services

    Harbor Succession Strategies, LLC brings together an owner-centric team that is unique to each client. We integrate the client's CPA and attorney into our unique succession planning process and work with other members of the Harbor Strategies Group, who provide comprehensive, personalized financial planning, insurance and investment services. 

    Our team is lead by Kevin F. Long, one of the few individuals in the country to be both a past president of a state CPA society and have the highest (AV) Martindale-Hubble peer review attorney rating.  

    If you are the owner of a closely-held business and have an old business succession plan, only an estate plan, or no succession plan plan at all, contact us for a free initial succession planning consultation to discuss how we can help make the rest of your life the best part of your life.

    If you are interested in buying, selling or buying into a Dental, Veterinary, CPA or Physician practice, we have created a specialty group named Practice Acquisitions.  See www.PracticeAcquisitions.com or PracticeAcquisitions on Facebook for more information.