
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 and ideas. This exposure allows us to leverage portions or segments of successful ideas and business models in providing unique operational, competitive, and strategic insights to better align your business to where the market is headed.
- We will take a one-on-one approach to fully understand what has made your business successful in the market(s) and space(s) you operate within before we ever contemplating a possible solution. Your path to where you are is an important piece of the puzzle which often gets swept under the rug.
- Our objective is to make your business better for the long-term and to align it with your long-term goals. Our primary focus will always be on what will make your business healthier, stronger, more resilient, and more competitive for the long-term based upon your goals for your business.
What services does Hancock Financial, LLC provide?
Generally speaking, our services fall into one of the following areas of business advising & planning, but we often work within and across several areas of your business simultaneously in different capacities based on your needs.
- 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 not new to Florida and like you we live in the areas we serve: Our families have lived and worked here for generations. We have witnessed firsthand how population growth, demographic changes, natural topographies, and natural disasters have influenced and shaped the economic landscape along the Gulf Coast of Florida. When we become your Business Advisors & Planners you will work with professionals who have the experience and expertise you need and who understand both the historical & current dynamics and economic drivers in the markets and submarkets your business operates within.
- Everything we do is tailored & customized to your business: You could have two businesses in the same industry located next to each other and each one will be managed differently. We do not apply a cookie cutter approach to anything we do for you based on your industry or market. We consider your business as its own entity with you at the helm. This is why your business is unique!
- Our fee structure is different: Most business counselors quote fees based on “the job”, which means how much profit they want to make and not how much time it actually takes them.
- With the exception of our business brokerage services, our fee structure is always a flat hourly fee.
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 out of your day 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 to speak with you, we will return your call 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 with candidly about your business, your industry, your market, and what your long-term goals are. We may have some direct questions for you, and we encourage you to ask us any and all 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 assistance to you along with the approximate timeframe and estimated cost to achieve your goals & objectives.
- At the end of our initial meeting, you will not be pressured to hire us in anyway. Your decision to work with us should be voluntary. If you make that decision you will not regret it!
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 Hancock Financial’s Expertise!
Hancock Financial, LLC
Southwest Florida (941)-883-4112
West Central Florida (352)-212-1397
robert@hancockfinancial.com
keri@hancockfinancialllc.com