Harbor Consulting is a financial advisory firm built for the moments that matter most — closing a deal, cleaning up the books, or steering a finance function through change.
We pair the rigor of top transaction-advisory practices with the hands-on responsiveness of a partner who's genuinely in it with you. No armies of junior analysts — just experienced people who own the outcome alongside you.
Whether you're a buyer, a seller, or an owner strengthening operations, our senior-led team gets into the numbers, tells you what they really mean, and helps you act on them with confidence.
The people you meet are the people who do the work.
Objective counsel with no agenda but your success.
Work that ships — built to be used, not shelved.
Confidential by default, on your most sensitive calls.
Who we serve
We built Harbor to fix what frustrates people about traditional advisory and accounting firms.
Every engagement follows the same principle: understand deeply, dig into the numbers, translate what they mean, and stay until you've acted on them.
We start by learning your business, your deal, and what a win looks like for you.
Our senior team gets into the numbers and separates signal from noise.
We tell you what the numbers actually mean, in plain language, with risks and opportunities called out.
We help you act on the findings and stand behind our work well past delivery.
At Harbor, the experts you meet are the experts on your engagement.
Founder of Harbor Consulting, leading the firm's transaction advisory and fractional finance practice.
nick@theharbor.groupLeads fractional CFO and controller engagements, helping clients build finance functions that scale.
jordan@theharbor.groupPartners with clients as a fractional CFO across reporting, forecasting, and controls.
shelly@theharbor.groupDelivers fractional CFO and controller support, keeping clients' finances clean and decision-ready.
margot@theharbor.groupSupports Harbor's CFO service engagements across reporting, clean-up, and close.
jeriah@theharbor.groupConnects growing companies and dealmakers with the right Harbor team.
juan@theharbor.groupLeads people and culture at Harbor Consulting.
lacey@theharbor.groupTell us what you're working through and we'll be straight with you about how we can help.
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