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Mission & Values

Our Mission

Our mission is to educate middle market business owners and their advisors about employee ownership as a flexible and unique succession-planning tool. We help business owners understand and explore their options as they prepare for succession and ownership transition, providing objective, hands-on guidance throughout the process.

Educate • Explore • Prepare

Our Values

Discretion & Confidentiality

Discretion and confidentiality are core values at Old Harbor Advisors. They give business owners and their advisors the confidence to be candid, ask difficult questions, and explore possibilities without fear of unintended consequences.

Owner Focused

Every business owner has different goals, priorities, and aspirations for the future. We begin by listening and learning—understanding your business, what matters most to you, and what you want to accomplish. Our role is to provide independent perspective, practical guidance, and relevant information tailored to your circumstances, helping you make informed decisions on your terms.

Understanding All Options

Optionality is critical. We want to ensure that business owners and their advisors understand all of their available options before making important decisions about the future of the business.

Hands-On & Detail-Oriented

Our approach is hands-on and detail-oriented. We take nothing for granted, question assumptions, and pay close attention to the details that can have a meaningful impact on an outcome.

What We Bring

  1. 01

    Complete Confidentiality and Discretion

    • backed by a comprehensive NDA, creating a trusted environment where owners and their advisors can speak candidly throughout the process.

  2. 02

    Four decades of corporate banking, corporate finance, and advisory experience

    • bringing a broad perspective on ownership, capital, credit, valuation, succession, and the financial considerations that shape important decisions.

  3. 03

    Deep Knowledge of ESOP Banking and the ESOP Ecosystem

    • combined with a thorough understanding of your business, how it operates, what drives its success, and the interests of the owners and other stakeholders involved.

  4. 04

    Objective, Current Market Intelligence

    • including relevant industry developments, comparable transactions and valuations, ESOP market developments, and other information needed to help owners make informed decisions as circumstances evolve.

  5. 05

    Hands-On Guidance and Access to Leading ESOP Advisory Firms

    • working closely with ownership throughout the process and leveraging relationships with leading national ESOP advisory firms to help execute a transaction when the time is right.

Next Steps

Let’s Start a Conversation

Your succession planning requires a clear understanding of the alternatives.
Our role is to help you understand those alternatives, evaluate the tradeoffs, and determine if Employee Ownership is a path worth exploring.

Your conversation with Old Harbor Advisors is confidential. There is no fee, no obligation, and no need to share sensitive company information at this stage.

Learn About the Process Explore the Owner Path Start a Confidential Conversation