Securing Your Future 






Succession Strategies


      "According to a widely-quoted SBA report, about 90% of U.S. businesses are family owned or controlled: unfortunately less than 1/3 of family businesses survive the transition from first to second generation ownership and 15% survive the transition from second to third generation ownership.  Based on my experience, succession planning is both an art and a science.  The comprehensive team approach offered by Harbor Succession Strategies is both unique and sorely needed in this high-risk environment."

      Theodore J. Flynn, CAE, President and Executive Director, Massachusetts Society of CPAs


      "I introduced Kevin Long [a Harbor Succession Strategies advisor] to a client who was negotiating a sale of his business to key employees and had already developed a plan for the sale.  Kevin restructured the proposed transaction and Kevin's methodology increased the after-tax cash flow to the seller by over 40%."

      Merek S. Rubin, Esq., Rubin, Hay & Gould, P.C., Estate Planners/Attorneys at Law