Hancock Financial LLC

    Have questions?

    What are some of the benefits of working with a Business Advisor & Planner at Hancock Financial, LLC?
    1. 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.
    2. 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 segments of successful business ideas in providing unique operational, competitive, and strategic insights to better align your business to where the market is headed, not where it has been.
    3. 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. Your path to where you are is a very important piece of the puzzle and which is often ignored.
    4. 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 on what your goals are 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 upon your needs.

    1. General Business Advising & Planning
    2. Business Growth Advising & Planning Services
    3. Business Transition Advising & Planning Services
    4. Business Succession Planning
    5. Business Exit Planning
    6. Business Appraisal
    7. Business Brokerage
    What makes Hancock Financial, LLC unique?
    1. We are not new to Florida and like you we live in the areas we serve: Our families have lived and worked in Florida for generations. We have witnessed firsthand how population growth, demographic changes, natural topographies, and natural disasters have influenced and shaped the economic landscape. When you join forces with us you will work with professionals who understand both the historical & current dynamics and economic drivers in the markets and submarkets your business operates within.
    2. Everything we do is tailored & customized to your business: There could be two businesses in the same industry located next to each other and the will most likely 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!
    3. Our fee structure is different: Most business counselors quote fees based on “the job”, which translates to how much profit they want to make.
      • 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 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 assistance to you along with the approximate timeframe and estimated cost to achieve your goals & objectives.
    • Should you choose to move forward in creating a team with us we will

    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.

    Begin Now

    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