Harvest Point Advisory LLC
Harvest Point Advisory LLC presents itself as an independent advisor to business owners at pivotal decision points. Its stated services include understanding business value, identifying risks and constraints, preparing for ownership transfer, exit planning, valuation, and experience in transaction advisory.
Harvest Point Advisory LLC is an independent owner advisory firm led by Ray Fernandez, Jr.
Publicly stated work includes business-value analysis, preparation for ownership transfer, exit planning, valuation, and experience in transaction advisory. The official homepage and M&A Source business-services listing do not establish transaction-size criteria or named representative transactions. The official homepage does not publish fee terms or describe a formal sale-process timeline.[1][2][3][4]
What does Harvest Point Advisory LLC do?
Harvest Point Advisory LLC is an advisory firm led by founder Ray Fernandez, Jr. The official Contact page identifies the legal entity as Harvest Point Advisory, LLC.
The firm states that it works with business owners at pivotal decision points and helps them consider what comes next. Its stated work includes understanding business value, identifying risks and constraints to growth, preparing for ownership transfer, and clarifying personal goals and financial readiness.[1][2][3]
The official About page describes work involving accounting and auditing, valuation, exit planning, personal financial planning, and transaction advisory experience. It also states that the firm helps owners understand value drivers and identify dependencies and constraints to growth.
For ownership transfer, the firm states that it helps owners clarify personal goals, financial readiness, and the realities of transferring ownership or control.[3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Harvest Point Advisory LLC?
An owner evaluating Harvest Point Advisory should clarify which legal entity will sign the engagement and which services it will provide. The owner should also request the firm’s typical transaction sizes, industries, and deal structures; recent transaction references; its role in each reference transaction; buyer-reach details; valuation methodology; fee terms; conflicts information; and any applicable regulatory or professional licenses.
The official website describes independent advisory, value clarity, preparation, transferability, exit planning, and transaction-related decision support. The official homepage does not publish a fee structure. The official homepage and M&A Source business-services listing do not establish a transaction-size focus or named representative transactions.[1][2][3]
Which legal entity will sign the engagement and provide advisory, valuation, exit-planning, or transaction services
Can the firm provide at least three recent closed-transaction references and explain its role in each
What size transactions and clients does Harvest Point Advisory LLC focus on?
M&A Source places Harvest Point Advisory LLC in advisor directories covering business services, information, finance and insurance, industrial services, and wholesale trade. These directory placements identify the sectors associated with the listing; they do not establish a narrower proprietary industry mandate.[4][5][6][7][8]
The official homepage does not identify named recent transactions, transaction dates, transaction values, buyer identities, counterparties, or consideration terms. The M&A Source business-services advisor listing does not publish a portfolio, transaction archive, or named representative deals for Harvest Point Advisory LLC.[1][4]
Harvest Point Advisory publicly describes valuation, exit planning, preparation for ownership transfer, and transaction advisory experience. Its stated advisory approach is to help owners evaluate future ownership decisions without pushing them toward a sale, transaction, or predetermined outcome.[3]
What does Harvest Point Advisory LLC publicly disclose about fees, process and engagement terms?
The official homepage does not publish a standard fee schedule, retainer, success-fee percentage, minimum fee, tail period, termination provision, or expense schedule.
The official homepage also does not identify named recent transactions, transaction dates, transaction values, buyer identities, counterparties, or consideration terms. Separately, the M&A Source business-services advisor listing does not publish transaction-size, revenue, EBITDA, employee-count, or client-size criteria, or a portfolio, transaction archive, or named representative deals.[1][4]
The official Contact page styles the entity as Harvest Point Advisory, LLC and identifies Ray Fernandez, Jr. with CPA, CFP®, CBEC®, and CVGA® credentials.
The official Contact page does not state broker-dealer registration, investment-adviser registration, or other firm-level financial-services registration or licensing. The applicability of any licensing or registration should be confirmed for the specific services covered by an engagement.[2]
The official homepage does not describe a formal transaction process, buyer-marketing process, auction process, or sale-process timeline. It does describe owner decision support, preparation, value assessment, and exit planning.[1][3]
Questions to ask before hiring Harvest Point Advisory LLC
Which legal entity will sign the engagement and provide advisory, valuation, exit-planning, or transaction services?
What transaction sizes, industries, and deal structures are typical?
Can the firm provide at least three recent closed-transaction references and explain its role in each?
Does the firm represent sellers, buyers, or both?
What are the retainer, success fee, minimum fee, tail period, termination rights, and expense obligations?
Does the firm or any affiliate receive compensation from investment, wealth-management, private-equity, family-office, or referral relationships?
What regulatory or professional licenses apply to each service?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Industry / market focus
- Industry / market focus
- Industry / market focus
- Industry / market focus
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
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