Navigating Business Success

First Rule of Navigation: Avoid the Rocks!

Serving the needs of closely-held companies including risk assessment, start up funding, business valuation, lost profit analysis, litigation support and expert witness testimony.

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Welcome to Safe Harbour Equity

  • We provide financial review and consulting services based on real-world experience and metrics.

  • We perform business valuations.

  • We provide litigation support, expert witness reports and testimony.

  • We provide due diligence to investors.

  • We are a real estate and business brokerage firm.

A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
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A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.

Expertise in Finance

With years of experience in banking, private equity, real estate and litigation, we help clients navigate complex financial landscapes with tailored solutions, measurable risk assessments and creative funding options.

Financial Consulting

There is no such thing as a "one-size-fits-all" business plan. Risk is as individual and nuanced as each business. We provide tailored financial projections and business plans that are stress tested to uncover unforeseen risks and opportunities. Business plans are meant to be deployed, not sit on a bookcase.

Hands typing on a laptop keyboard with a screen displaying financial graphs and stock market data. Multiple charts and numbers are visible, indicating online trading or financial analysis.
Hands typing on a laptop keyboard with a screen displaying financial graphs and stock market data. Multiple charts and numbers are visible, indicating online trading or financial analysis.
Business Valuation

Expert valuations to support your business decisions and investment strategies effectively.

Expert Witness Testimony

Providing reliable testimony based on extensive financial and investment experience in various fields.

Startup Financial Guidance

Specialized consulting for startups to navigate financial challenges and capital raise initiatives successfully.

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

Safe Harbour Equity provided invaluable insights that transformed our investment strategy and reduced our risks significantly.

John D.

A laptop displays a detailed financial chart with lines showing data trends. In the background, a person is partially visible, wearing a dark shirt with the words 'most valuable' and some logos printed on it. The setting appears to be a modern workspace.
A laptop displays a detailed financial chart with lines showing data trends. In the background, a person is partially visible, wearing a dark shirt with the words 'most valuable' and some logos printed on it. The setting appears to be a modern workspace.

Their expertise in business valuation helped us secure funding and navigate complex financial decisions with confidence.

Emily R.

A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
★★★★★
★★★★★

Our Projects

Financial consulting for startups, company expansions and creative capital structures.

A laptop displaying a financial dashboard with various stock market graphs and data. The screen shows different stock indices and their performance, including line charts and a bar chart for market overview. The laptop is placed on a light-colored table, and a gray sofa is visible in the background.
A laptop displaying a financial dashboard with various stock market graphs and data. The screen shows different stock indices and their performance, including line charts and a bar chart for market overview. The laptop is placed on a light-colored table, and a gray sofa is visible in the background.
Business Valuation

Comprehensive analysis for accurate business valuations and insights.

A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.
A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.
Investment Thesis

In a global world of extreme overleverage and volatility, assuming that growth will follow historical trends is an unsustainable path. Failing to identify potential risks is a recipe for disappointment.

A person is sitting at a wooden table using a laptop and a smartphone. Both devices display stock charts and market data, suggesting activities related to financial analysis or trading. The room is softly lit, possibly with a Christmas tree in the background.
A person is sitting at a wooden table using a laptop and a smartphone. Both devices display stock charts and market data, suggesting activities related to financial analysis or trading. The room is softly lit, possibly with a Christmas tree in the background.
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
Expert Witness Testimony

Providing expert testimony to support complex investment decisions.

Consulting Services

Diverse financial consulting services tailored to client needs.

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Safe Harbour Equity, Inc.

Expert financial advice for complex investment decisions.

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info@safe-equity.com

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