We're Here to Help

Palm Beach: (561) 882-1331

Orlando: (321) 251-1862

Atlanta: (404) 478-6415

Email Us

Trusted Partners…

We have worked with numerous professionals throughout the State of Florida on both Entering and Exiting engagements. Many have participated in our Entering & Exiting Strategy educational seminars. These are just a few of the professionals who we recommend and trust:


Lewis Brisbois Bisgaard & Smith LLP | Michael Platner

Carlton Fields, PA | Franck Chantayan

Fox, Rothchild | Diane Geller

GrayRobinson | David Hallock

Greenberg Traurig LLP | Jon Swergold

Gunster, Yoakley & Stewart, PA | Kevin Lamb, Jim Davis

Holland & Knight LLP | Noel Boeke, Rod Anderson

Joseph Kempe, PA | David Tassell

Lownes, Drosdick PA | Frank Mock

Shutts & Bowen LLP | Stefan Rubin


Cross, Fernandez & Riley LLP | James Cross, Melanie Fernandez

Proctor Crook & Crowder CPA | Nancy Crowder-McCoy, Gordon Proctor, Mike Crook

Richard S. Hall CPA PA | Richard Hall

RM McGladrey | John Majer

Schanel & Associates, CPA’s | Glenn Schanel


Crisis Management | Alan Goldberg

Focus Management | Tim Pruban

Vistage Florida | Les Deck, Ray Watson, Rolfe Arnhym, Karl Sprague

Wealth Management & Insurance

BB&T Wealth Management | Michael Fleischhauer, David Beach

BNY Mellon | Tim Goering, Elyssa Kupferberg

Bernstein Global Wealth | Scott Barber

Blueprints for Tomorrow of Florida | Chris Roehm

Lassiter Ware Insurance | Bill Nolan

Richard S. Bernstein & Associates, Inc. | Richard Bernstein

UBS Financial Services | Kyle Smith

Similar Articles:

enhance your business What if the current value of your business does not meet your Retirement or Exiting...