Expert Business Advisory & Planning Services
Tailored Solutions to Fit Your Business
See how our Business Advisors & Planners can create customized and tailored solutions to propel your business(es) past obstacles, ensure transitions are seamless & successful, and develop thoughtful succession & exit plans guided by your long-term goals.
Business Advising & Planning
Having a dedicated Business Advisor & Planner from Hancock Financial LLC in your corner is like having an experienced business partner by your side that you do not have to share ownership with.
Our Business Advisors & Planners will dedicate themselves to fully understanding the dynamics of your business to help you overcome challenges, identify unforeseen opportunities, and make better and more informed business decisions. They will develop customized & insightful solutions to keep your business well positioned every step of the way while keeping your best interest at heart.
They will coordinate with all the stakeholders of your business to ensure your business is consistently moving forward towards achieving your long-term goals.
Just imagine how successful and profitable your business would be if you had an experienced business partner helping you and sharing the knowledge they have gained from years of experience along the way.
Growth & Transition Planning
Whether you want to scale up, scale down, add or remove product or service lines, relocate, add or close locations, expand via acquisition, or transition your business in another way, leverage our expertise, experience, and guidance to maintain greater confidence and achieve greater success.
If you want to transition your business your Business Advisor & Planner at Hancock Financial LLC will develop a tailored transition plan around your goals while achieving the best mix of profitability & benefits along the way.
Succession & Exit Planning
Owning a small business can become a very important & intrinsic part of your life and one of your most important and significant financial assets.
When you make the decision to develop a succession plan or exit plan you only get one chance to get it right. Regardless of the size of your business there are many factors to consider before, during, and after the strategy is put into place. This is why it is crucial to start the succession or exit planning process early.
Far too many times we have seen business owners significantly reduce the value of their businesses by failing to plan their departure until they see the exit sign rapidly approaching.
Whether you want to exit your business in the next 10-years, 5-years, or later this year, let the Business Advisors & Planners at Hancock Financial LLC help you plan your exit based on which options are right for you.
Business Valuation
Do you want to know the value of your business so you can plan ahead?
Do you need to know the value of your business?
There are a variety of reasons why knowing the value of an entire business or an ownership interest in the same business is important. For some situations an approximate value is useful whereas other situations warrant a more specific value.
If you need to know the value of your business let our credentialed and experienced Business Certified Appraiser (BCA) assist you with your business valuation needs.
Business Brokerage Services
What is the process in selling or buying a business?
Should you buy a business or sell your business by yourself or consider using a business broker?
What information will potential buyers want to know based on the industry your business is in?
How will the value or price of my business be determined by potential buyers?
We are licensed Business Brokers and can answer your questions or help you purchase or sell a business.
Customized Guidance
Distinctive strategies tailored for your precise business requirements.
Next Level Financial Analyses
Get the in-depth and insightful financial analyses & guidance your CPA, EA, or tax professional does not provide.
Outcome-focused Strategy
The outcome you want to achieve for your business does not happen without effort and guidance. You have put in the effort to make your business what it is today. Allow us to leverage our expertise in providing a professional strategy and guidance to achieve your long-term goals
Personal Touch
With Hancock Financial, LLC you will never need to dial an (800) to speak to someone who does not know you or speak with someone halfway around the globe.
We are a boutique advisory & planning firm that puts you and your goals for your business first.
Your Interest is Paramount
You will never receive advise or guidance from us that is not in your best long-term interest, period. We pledge never to put our interest above yours. We are in business to serve your best interest and vow never to do anything else.
Elevate Your Business with Strategic Planning
Partner with us for tailored strategies that drive your business forward in Florida’s dynamic and evolving market. We’ll work closely to ensure your organization thrives and achieves your long-term goals.