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For the Advisors of Business Owners

Bankers, wealth advisors, CPAs and attorneys are often the first people an owner talks to about the future of the business. Old Harbor Advisors is a complementary, confidential resource for understanding the ESOP alternative and how it compares with other paths, always with respect for your client relationship.

For Advisors

Information for Your Role

Bankers

Wealth Advisors

CPAs & Attorneys
Your Client

What to Expect When You Introduce a Client

A first conversation can be with you alone, with you and your client together, or with your client directly, whichever you prefer. It can remain general, or use hypothetical or anonymized situations. Before any confidential information about the company or its ownership is shared, we execute an NDA.

From there, the owner decides whether, when and how to go further. There is no obligation to proceed at any stage.

Your Role

Your Relationship Stays Yours

Old Harbor Advisors is a complementary resource, not a replacement for the advisors who know the business and its owners best. We keep you informed, work with you rather than around you, and respect your professional judgment and your client relationship throughout.

If a transaction proceeds, it will depend on the continued involvement of the company’s banker, CPA, attorneys and wealth advisor. Early involvement helps you anticipate the work ahead and support your client with a more informed view of the alternatives.