The Owner Track
For owner-led companies in the $1M–$50M range. Identify and close protection gaps before a death, disability, or partner dispute forces rushed decisions.
Summit Harbor Group works with closely held business owners and the CPAs and attorneys who serve them — closing the key person, buy-sell, and continuity gaps most planning conversations never reach.
Every CTA on this page routes you cleanly into one of two tracks — never both at once.
For owner-led companies in the $1M–$50M range. Identify and close protection gaps before a death, disability, or partner dispute forces rushed decisions.
For referral professionals who want to surface owner protection blind spots without disrupting client relationships. Collaborative, not competitive.
Summit Harbor Group was founded by a former business owner with an MBA who saw firsthand how many successful owners have massive uninsured blind spots — and nobody at the table to address them at a peer level.
We operate across two high-net-worth markets — Roaring Fork Valley, Colorado and Naples, Florida — serving the owners that traditional financial advisors overlook.
We lead with analysis, not products. Every engagement starts with a deep fact-finding process to understand your business’s actual exposure before any solution is discussed.
We work alongside your existing advisors — CPAs, attorneys, and wealth managers — to fill the gaps they don’t cover, not compete with them.
Deep roots in Naples, FL and the Roaring Fork Valley, CO. We know these markets, the business communities, and the unique risks local owners face.
Services designed to match your urgency and planning stage — from core protection to executive growth strategy.
We operate in two distinct high-net-worth markets where closely held business owners are underserved by traditional financial advisors.
We work best with owner-dependent businesses where the owner IS the business — and where the risks of losing them haven’t been properly addressed.
Two audience-specific guides — pick the one that fits you. Each routes you to the right track and the right scheduling link.
A practical guide to identifying and closing the gaps that put your business — and your family — at risk.
The protection conversation most advisors aren’t having — and why it matters for your clients and your practice.
Owners book a Discovery Call. CPAs and attorneys book a Partner Intro. Each path is built for a specific conversation — no shared queue, no mixed agenda.