Built for referral professionals who want a clean way to identify key-person, buy-sell, continuity, and succession blind spots — without disrupting existing client relationships. Collaborative, not competitive.
Use the guide to spot unfunded agreements and owner-dependency risk your clients haven’t addressed.
We work alongside you and the rest of the advisory team — the client relationship stays yours.
Adding risk planning to the conversation deepens trust and makes your advice more complete.
This path is for CPAs, attorneys, and referral partners who want to understand fit, process, and how Summit Harbor coordinates with the rest of the advisory team.