Hancock Financial LLC

1. Employees, managers, family members, and business owners can often impart unintended biases when providing you with feedback or input about your business. 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. We will take a one-on-one approach to fully understand what has made your business successful in the market(s) and space(s) you operate within. We will then share with you the challenges, potential obstacles, and potential opportunities we see that your business should expect to encounter.
3. Many clients have stated we are their compass keeping them on course to where they need to be going when life’s challenges get in the way. Our objective is never to make your bottom line look more attractive in the short term to justify our efforts. Our primary focus is always what will make your business better, stronger, and more competitive for the long-term based on your goals for your business.
4. Working with many different business owners across various industries in southwest and central Florida constantly exposes us to diverse and evolving business models and ideas. We can leverage portions or segments of these ideas and models to provide unique operational, competitive, and strategic insights to better align your business with both your long-term goals and where the market is headed.

Generally speaking, our services fall into one of the following areas of business planning, but we often work simultaneously within and across several areas to ensure you, and your business, are as prepared as possible for life’s curve balls.

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

1. We are not new to Florida and like you, we live in the areas we serve. Our families have lived and worked in southwest Florida and central Florida for generations. Since the early 1980s we have witnessed firsthand how population growth, demographic changes, and natural topographies have influenced and shaped economic growth across the Gulf Coast of Florida. When we become part of your advisory team you will work with professionals who have the experience and expertise you need, but who also possess a very clear understanding of the historical dynamics, nuances, and economic drivers which have blended together within the markets and submarkets your business operates within.
2. What is the right advice for one business owner may not be the right advice for the business owner next door, even if they are in the same industry. Many of our customers have told us that other business advising firms they have encountered provide the same general advice regardless of the industry, discipline, or niche a business operates in. In essence, these advisers are telling businesses how to operate instead of considering how your company can operate the best based on your unique goals and objectives. In our view, businesses are as unique as the people who own and manage them.
3. We have an unusual fee structure. Most business advisors quote a total fee to provide services for a defined period of time (6-months, 1-year, etc.) to help you with a specific objective or group of objectives. They base their quoted fee on how much profit margin they want to make.
   • So how are we different? With the exception of our business brokerage services, our fee structure is always an honest flat hourly rate with once-a-month billing. Check out our Pricing page to learn how it works.

• With all the daily distractions running a business, take a few minutes out of your day now to reach out to us in southwest Florida at (941)-883-4112, in central Florida at (352)-212-1397, or by email at info@hancockfinancialllc.com. If we are not immediately available, we will schedule a 20 – 30-minute window of time to speak with you in person, virtually, or by phone based upon your schedule and availability.
• During our initial meeting we will speak with you about your business, your industry, your market, and what your goals are for your business. 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 whether or not, and how strongly, we can be of assistance to you along with the approximate timeframe and estimated cost to achieve your goals & objectives.
• You will not be pressured to hire us as your Business Advisor & Planner in anyway as any good professional team should be created voluntarily.