Advisory Services

Safe Harbor Risk Advisors management team has consulted with more than 1,000 small and medium size businesses over the past 12 years. Providing in-depth questioning to help clients think about their business from a risk exposure, liability exposure and taxation exposure point of view.

Many business owners are so engaged in the day-to-day operations of their business that they rarely if ever take the time to revisit the structure, liability exposure, asset protection, type of corporate entity, number of corporations they should be utilizing, succession planning, wealth transfer, insurance costs, estate planning and tax exposure.

Safe Harbor Risk Advisors has developed a targeted, proprietary and efficient process to cover these and other important aspects of your business.

While many Safe Harbor Risk Advisors clients are referred to them by a client’s Attorney, CPA, Banker or Insurance carrier it is not unusual for Safe Harbor Risk Advisors to reach out to clients directly.

Many clients find enormous value in spending an hour or two with a Safe Harbor Risk Advisor to review their current situation and determine if they are doing everything financially prudent to protect their business and family.

If a Safe Harbor Risk Advisor deems it appropriate, they will offer suggestions and recommendations in the areas of; Corporate structuring, Liability Protection, Asset Protection, Tax Planning, Estate Planning and Exit strategies.

To provide the most protection possible, a medium size business should have an operating company, a leasing company, an insurance company and in many instances a real estate company. Your Safe Harbor Risk Advisor will discuss these as well as other structures on a personal, face-to-face basis.