About Us | Our Company

Honeycutt, Smith & Associates specializes in financial planning, business succession, wealth management, and estate planning. We formed the firm fifteen years ago when we recognized that there was a significant need for planning expertise for business owners.

Over the past few years we have spoken with a number of business owners who were ready to leave their businesses, but had no willing buyers with adequate capital. These owners had done little planning and found themselves with no way to accomplish their exit objectives. Put simply, it was too late! We have adopted a seven-step process that helps to ensure that business owners maximize what they can take from their businesses while minimizing the tax consequences.

We work with a team of advisors who embrace a systematic approach to ensure a successful transition from your business. We help you crystallize your objectives and implement a plan to pursue them. Our process also addresses additional objectives like business continuation, family concerns, or retention of long-term employees. Our team approach can avert the high cost of failing to plan and strive to implement a successful transition.

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This communication strictly intended for individuals residing in the states of CA,CO,HI,NM,NV,OH,OR,PA,UT,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®.
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