Have questions?
What are some of the benefits of working with a Business Advisor & Planner at Hancock Financial, LLC?
- Employees, managers, family members, and business owners often impart unintended biases in their thoughts or viewpoints. We will look at your business and your situation with a fresh set of eyes from a clear, objective, and unbiased vantage point without having a financial or personal stake in your business.
- Working with many different business owners across various industries constantly exposes us to diverse and evolving business models & ideas. This exposure allows us to leverage successful business ideas and provide insights to better align your business.
- We will take a one-on-one approach to fully understand your business in the market(s) and space(s) you operate within before we ever contemplate possible solutions. The path to where you are now and how you got there is a very important piece of the puzzle.
- Our objective is to make your business better for the long-term and to align it with your long-term goals. Our primary focus is always on what will make your business healthier, stronger, more resilient, and more competitive for the long-term based on your goals for your business.
What services does Hancock Financial, LLC provide?
We often work across several areas within businesses simultaneously based upon the needs of the respective business owner(s) and can provide any combination of the services below:
- General Business Advising & Planning
- Business Growth Advising & Planning Services
- Business Transition Advising & Planning Services
- Business Succession Planning
- Business Exit Planning
- Business Appraisal
- Business Brokerage
What makes Hancock Financial, LLC unique?
- We are long-time residents & business owners: Our families have lived and worked in Florida for multiple generations, not multiple years. We have experienced firsthand how population growth, demographic changes, and natural disasters have influenced, shaped, and reshaped local & regional economic landscapes. We truly understand the dynamics and economic drivers of the markets and submarkets your business operates in because we live & work in the same areas we service.
- Everything we do is tailored & customized to your business: We do not apply a cookie cutter approach to anything we do. What is right for others within your industry may not be right for your business. Each business and business owner is different, and our solutions are tailored & customized to each client’s needs.
- We care because we want to: Many of our clients and members of their staffs remain long-time friends because we care about the individual people in the businesses. From the lowest position in your organization to the top, the individuals in these roles drive the success of your business. Helping them be successful both personally & professionally will produce greater organizational success while creating many lasting relationships.
How can I know if Hancock Financial, LLC can help me and my business?
- With all the daily distractions running a business, take a few minutes now to reach out to us in southwest Florida at (941)-883-4112 or in central Florida at (352)-212-1397.
- If we are not immediately available we will return your call the same day and schedule a 20 – 30-minute in person, virtual, or phone appointment based on your schedule and availability.
- During our initial meeting we will speak about your business and what your long-term goals are. We may have some direct questions for you, and we encourage you to ask us any questions you may have. Once all questions and concerns have been answered you will be provided with an honest assessment of how we can be of genuine assistance to you along with an approximate timeframe and estimated cost.
Revitalize Your Business for Lasting Success
Partner with us to unlock your potential. We’ll create a customized plan to align with your ambitions and drive you forward in your field. Together, we’ll pave the way to enduring success.
Elevate Your Business with expertise from Hancock Financial!
Hancock Financial, LLC
Southwest Florida (941)-883-4112
West Central Florida (352)-212-1397
robert@hancockfinancial.com
keri@hancockfinancialllc.com