Navigating Business Success

Driven by innovation, wisdom and a thirst for knowledge to help you face business challenges armed with the insights needed to succeed.

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First Rule of Navigation: Avoid the Rocks!

Welcome to Safe Harbour Equity

  • Expert witness research and reports

  • Deposition and trial testimony

  • Litigation support

  • Lost profit damage calculations

  • Business valuations

  • Due Diligence

  • Brokerage Services

  • Cannabis Receiverships and Litigation

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 close up of two papers on a table with a plant
a close up of two papers on a table with a plant
Financing, Company Structure and Capital Stacks

Years of experience in banking, private equity and real estate shaped us to help clients navigate complex financial landscapes with tailored solutions, measurable risk assessments and creative funding options.

There is no such thing as a "one-size-fits-all" business plan.

Risk is as individual and nuanced as each business and as the personality and dreams of each entrepreneur. We provide financial projections and tailored business plans that are stress tested to uncover unforeseen risks and opportunities.

Business plans are meant to be deployed, evolve and compared, not sit on a bookcase.

Comprehensive litigation support services to attorneys ad their clients in complex commercial disputes.

people sitting near table with laptop computer
people sitting near table with laptop computer
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.
Litigation Support
Expert Witness Reports

Research and organization, evidence review, exhibit creation and concise reporting to support your legal team.

Deposition and Trial Testimony

Deposition and trial testimony supported by thorough research, evidence review, and expert reporting. My testimony is firmly anchored

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.
Lost Profit Damages

Analysis and testimony in matters involving claims for lost profits

Brokerage Services

Representing buyers and sellers. Acquisitions and dispositions.

Due Diligence

In a global world of extreme overleverage and volatility, assuming that growth will follow historical trends is short-sighted and dangerous.

man in black jacket and black pants walking on hallway
man in black jacket and black pants walking on hallway
Business Valuation

Valuation services for closely held businesses in litigation, shareholder disputes, estate and gift tax matters, divorce, and merger and acquisition transactions.

Safe Harbour Equity, Inc.

Expert support for complex business problems.

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Curriculum Vitae

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