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4760 North US Highway 1, Suite 202, Melbourne, FL 32935

(321) 254-5030

Business Services

Our professionals offer a variety of services to businesses, which play a vital role in driving
innovation, creating jobs, and supporting economies. Our services include:


Business
Consulting

Experienced guidance to help you navigate challenges, identify opportunities, and achieve your business goals.

Succession
Planning

Plan for the future of your business and ensure a smooth transition of leadership and ownership.

Small Business Owner Financial Planning

Customized financial strategies designed to help you build wealth, manage risks, and support your personal and business objectives.

Business
Planning


Group Retirement Plans

A group retirement plan lets employees save easily for their future with lower fees and employer contributions, while giving the owner valuable tax deductions and a powerful tool to attract and retain a loyal team.

Buy-Sell Arrangements

A buy-sell agreement is a written contract between co-workers that spells out exactly who can buy an exiting owner's share, under what conditions, and at what price, so the business and the owner's family are protected if one partner dies, becomes disabled, divorces, or there's a serious disagreement.

Group Retirement Plan Options

401(k)

Help your employees save for retirement with tax-advantaged contributions.

Simple IRA

A flexible, low-cost retirement plan designed for small businesses.

Group 529 Plans

Empower your employees to save for education with tax advantages.

Business Life Insurance

Protect your business and provide financial security for our employees and their families.

Employee Life Insurance

Show your commitment to your team with coverage that supports their loved ones.

Disability

Help protect your employees' income and your business with disability income resolutions.

Obtain Your Exit Planning Scorecards From the Links Below

Business Attractiveness

This scorecard measures how appealing your company is to an outside buyer or investor, independent of your personal situation.

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Personal Readiness

This scorecard measures how appealing your company is to an outside buyer or investor, independent of your personal situation.

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Business Readiness

This scorecard measures how prepared the business itself is to go to market and complete a transaction without surprises or delays.

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