Tuesday, 12 May 2026 03:25 PM
Company Update
Harborstone Point Advisors announced the expansion of its Sanibel practice, reinforcing the firm's commitment to providing integrated financial solutions for individuals, business owners, and private companies in the region.
SANIBEL, FL / ACCESS Newswire / May 12, 2026 / Harborstone Point Advisors announced the expansion of its Sanibel practice, reinforcing the firm's commitment to providing integrated financial solutions for individuals, business owners, and private companies in the region. The expansion reflects Harborstone Point Advisors' focus on combining deep local knowledge with institutional-level expertise, offering a full spectrum of tax, accounting, and business advisory services to help clients navigate increasingly complex financial landscapes.
By expanding its team and service offerings, Harborstone Point Advisors strengthens its ability to guide clients through all stages of financial and business decision-making, from daily operational management to strategic growth, financing, and succession planning.
A Local Partner With Deep Expertise
Harborstone Point Advisors has established itself as a trusted partner for Sanibel residents and businesses through personalized, responsive service. The firm maintains strong local relationships while delivering sophisticated financial and advisory solutions typically available only from larger institutional providers. By expanding its on-island presence, Harborstone Point Advisors ensures clients can access a modern, full-service advisory experience without sacrificing the accessibility and familiarity that have defined its Sanibel practice.
The expansion emphasizes Harborstone Point Advisors' commitment to helping clients navigate financial complexity with confidence. The firm combines technical expertise with strategic insight to deliver practical solutions that are tailored to the unique needs of the Sanibel community and privately held businesses in the region.
Integrated Financial, Tax, and Advisory Services
Harborstone Point Advisors was built to go beyond traditional compliance-based accounting. The firm offers integrated tax, accounting, and business advisory services designed to provide clarity and actionable insights. Tax services are provided to individuals, operating businesses, and private investment entities, with a focus on accuracy, long-term planning, and optimization.
For business owners, Harborstone Point Advisors offers a wide range of specialized services including bookkeeping, full outsourced CFO advisory, business valuation, and exit planning. These services are designed to support companies across all stages of their lifecycle - from early growth to financing events, operational expansion, and eventual ownership transitions. By combining operational insight with disciplined financial analysis, the firm enables business owners to make informed, proactive decisions that strengthen performance and build lasting value.
Leadership With Operational and Financial Insight
The Sanibel practice is led by Managing Member Morgan Dzwonkowski, whose experience spans private company financial analysis, operational advisory, valuation, exit planning, and capital structuring. Morgan's work focuses on helping small- and medium-sized businesses navigate complex financial decisions with disciplined analysis, hands-on guidance, and practical solutions.
Morgan works closely with business owners and management teams to improve financial reporting, budgeting, forecasting, and cash flow management. By translating operational activity into clear financial insights, he ensures clients understand the relationship between daily business decisions and long-term financial outcomes. His expertise in capital structuring and financing enables businesses to balance growth objectives with risk management, ownership considerations, and strategic flexibility.
As an Accredited in Business Valuation professional, Morgan applies institutional-quality analytical frameworks to privately held companies. His approach allows business owners to understand enterprise value, optimize capital structure, and prepare for growth, financing, or exit events with confidence.
Valuation Advisory for Strategic Decision-Making
Harborstone Point Advisors provides rigorous valuation advisory services to private companies, supporting sales, acquisitions, ownership transitions, and strategic planning initiatives. Each engagement is grounded in detailed financial analysis and market-based valuation methodologies that deliver actionable, decision-useful insights.
By helping business owners understand the drivers of enterprise value, Harborstone Point Advisors enables clearer negotiations, better planning, and informed operational decisions. This proactive approach ensures that potential challenges are addressed well in advance of transactions, positioning clients for successful outcomes in both planned and unanticipated events.
Capital Sourcing and Structuring Advisory
Access to appropriate capital is often a critical challenge for private companies. Harborstone Point Advisors assists clients in evaluating debt and equity options, assessing leverage capacity, and modeling capital structures that align with long-term strategic goals.
The firm's capital advisory services focus on balancing growth ambitions with risk management and ownership considerations. Business owners gain clarity on financing trade-offs, long-term implications, and strategic alternatives, ensuring sustainable growth and financial resilience rather than short-term fixes.
Exit Strategy Planning for Long-Term Success
Preparing for a successful exit requires thoughtful planning and alignment of operations, financial reporting, and capital structure. Harborstone Point Advisors works with business owners to develop strategies that optimize readiness while maintaining flexibility.
Whether planning a sale, recapitalization, or internal succession, the firm helps clients preserve optionality while maximizing value. This proactive approach ensures that business owners can pursue liquidity events on their own terms, with confidence in the timing and structure of transitions.
Improving Financial and Operational Management
Harborstone Point Advisors emphasizes operational insight alongside traditional accounting services. By implementing comprehensive financial reporting, budgeting, and forecasting systems, the firm provides business owners with visibility into real operational performance.
This integrated approach enables management teams to identify inefficiencies, improve margins, and strengthen decision-making. By connecting day-to-day operations with financial outcomes, Harborstone Point Advisors allows clients to operate with greater control and confidence, facilitating growth, sustainability, and strategic agility.
A Long-Term Partner for Private Companies
Harborstone Point Advisors serves as a full-service advisory partner for private companies, supporting clients across the full lifecycle of their businesses. The firm combines tax, accounting, and advisory services to help business owners navigate complex financial landscapes, optimize operations, secure appropriate capital, and execute growth or transition plans successfully.
Through its client-centered approach, Harborstone Point Advisors builds enduring relationships focused on informed decision-making and durable value creation. The firm's expansion in Sanibel strengthens its ability to serve as a long-term, trusted advisor to both residents and businesses, providing practical guidance and technical expertise under one roof.
Looking Ahead
The growth of Harborstone Point Advisors' Sanibel practice represents a strategic investment in the community and its clients. The firm plans to continue expanding local relationships while enhancing advisory capabilities that support business owners through growth, transactions, and succession events.
By combining local knowledge with institutional-quality expertise, Harborstone Point Advisors positions itself as a trusted partner for long-term financial clarity and sustainable business success. The firm remains dedicated to providing solutions that are actionable, technically sound, and aligned with the goals of both businesses and individuals.
About Harborstone Point Advisors
Harborstone Point Advisors provides integrated tax, accounting, and business advisory services to individuals and small- and medium-sized businesses. The firm was built to deliver a modern, full-service accounting experience that goes beyond compliance, helping clients make better financial decisions and plan for long-term success.
Harborstone Point Advisors works closely with business owners to improve operational performance, strengthen financial reporting, and align capital structures with strategic objectives. The firm offers specialized services including bookkeeping, outsourced CFO advisory, business valuation, capital structuring, and exit planning.
Led by Managing Member Morgan Dzwonkowski, Harborstone Point Advisors serves as a long-term partner to its clients, helping them navigate complexity, manage risk, and build durable value over time. The firm combines operational insight with rigorous financial analysis, ensuring that clients can make informed, practical decisions that drive growth, sustainability, and financial confidence.
Media Contact
Website: https://www.harborstonept.com/
Location: Sanibel, FL
[email protected]
SOURCE: Harborstone Point Advisors