SELLERS
If you're planning to sell your business or commercial property in the next few months, this FREE service is designed to help establish your asset's current market value. Simply choose On-Line Analysis and fill out the requested information. I will use several of the most appropriate business valuation methods outlined in Business Valuation or Competitive Market Analysis to assess your asset's market value. Then I will communicate back to you.

BUYERS
Whether you are an experienced entrepreneur or corporate warrior looking to settle in the Sunny South, I can help you optimize your transition to business ownership. Do not go it alone! There are too many pitfalls. Let me help you avoid costly mistakes with a sound game plan. We will look at your background, aptitudes, finances, tax considerations as well as macro and micro influences to set the course to improved net worth. Email or call me to get the process started right.


INVESTORS
Select properties and businesses still offer some of the best after-tax return-on-equity opportunities available today. The well-known 1031 exchange is probably the best tax shelter available for high tax rate individuals. Lesser known is that properly structured private investments may be held in tax advantaged plans such as IRA's and 401(k)'s as well. I am not into "no money down, get rich quick" schemes but solid plans that balance risk and return. Southwest Florida is ripe with these type opportunities. Contact me with your needs.


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