Jeffrey M. Harkness, CFP®


Specializing in the Growth and Exit strategy planning, Jeff Harkness has spent the last 10 years working exclusively with the owners of contracting and service firms.

Jeff has worked with numerous companies throughout the country delivering comprehensive business growth, financial planning and exit strategy services. He has helped business owners’ value and seamlessly transfer their businesses to subsequent generations, facilitate employee buyouts, or exit completely with via third party transactions.  Jeff has extensive experience working with private equity firms, industry buyers, and other third party investment companies. He has continuously provided solutions that allow owners to maximize their compensation and profitability through various planning techniques, systems and organization structure. He has created strategies that tie key people to the company through compensation models, phantom stock and/or bonus programs.  Jeff has also worked closely with owners on strategic growth planning through pricing strategies, bank & capital funding, or growth through acquisitions.

He has been a featured speaker for various industry associations and holds a Bachelor of Science degree from the State University of New York. In addition, Jeff has obtained the Certified Financial Planner (“CFP”) designation and is a member of the Institute of Business Appraisers.

Jeff, his wife Tracy and their sons Benton and Landon live in Alpharetta, GA.  Jeff is a big sports fan, and in addition to spending time with family and friends, continues to work on his golf game.