TOP 30 Business succession in Fort Lauderdale, Florida

211 results found

Myriad Capital-Investment Planning is a finance institution located at 6750 North Andrews Avenue in Fort Lauderdale, Florida, United States. Our dedicated team of financial experts specializes in providing personalized investment planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, our team is here to help you navigate the complexities of the financial world. With a focus on transparency, integrity, and personalized service, Myriad Capital-Investment Planning is committed to helping you build a secure financial future.

The Simon Group USA is a leading marketing and public relations firm located at 1000 Corporate Drive in Fort Lauderdale, Florida. With a team of experienced professionals, they specialize in helping businesses elevate their brand presence and reach their target audience effectively. Whether it's through strategic marketing campaigns, media relations, or digital marketing strategies, The Simon Group USA is dedicated to helping their clients achieve success. Contact them today to see how they can help your business thrive in the competitive market.

United Capital Financial Advisors is a leading finance institution located at 450 East Las Olas Boulevard in Fort Lauderdale, Florida. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our experienced professionals are here to provide personalized guidance and support. With a focus on transparency, integrity, and personalized service, United Capital Financial Advisors is committed to helping clients navigate the complexities of the financial world and make informed decisions. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Douglas Schrager - Financial Advisor at Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, offers a wide range of financial services. Douglas Schrager holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, CFS®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Douglas Schrager can provide tailored financial advice to help you achieve your financial goals.

Todd Watson - RBC Wealth Management Financial Advisor is a trusted financial institution located at 500 East Broward Boulevard in Fort Lauderdale, Florida. As a reputable financial advisor, Todd Watson provides personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and delivering tailored solutions, Todd Watson and his team are dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Todd Watson - RBC Wealth Management Financial Advisor is committed to providing expert guidance and support every step of the way.

Alex Montague - RBC Wealth Management Financial Advisor is a leading financial institution located at 500 East Broward Boulevard in Fort Lauderdale, Florida. As a trusted advisor, Alex Montague provides personalized wealth management services to clients, helping them achieve their financial goals and secure their future. With a focus on building long-term relationships, Alex Montague offers expert advice on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Alex Montague - RBC Wealth Management Financial Advisor is committed to providing top-notch financial guidance and support.

Merrill Lynch Financial Advisor Michael A Saviano, located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, is dedicated to providing personalized wealth management services to high-net-worth individuals, families, and business owners. With over 20 years of experience in the financial industry, Michael Saviano and his team at The Saviano Group focus on understanding each client's unique story and aspirations to develop customized strategies to help them achieve their financial goals. As a Retirement Accredited Financial Advisor, Michael is well-equipped to assist with employee benefit plans, offering strategic investment guidance and enhanced risk management. The team at The Saviano Group is committed to building long-term relationships based on trust and personalized service, ensuring that each client receives exceptional care and attention to detail.

SAC Investments is a renowned finance institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a strong reputation for providing expert financial advice and investment services, SAC Investments is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the team at SAC Investments is committed to providing personalized solutions tailored to your specific needs. Trust SAC Investments to guide you towards a successful financial future.

Horowitz & Company is a reputable finance institution located at 901 Federal Highway in Fort Lauderdale, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and wealth management. Their personalized approach to each client ensures that they receive tailored solutions to meet their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Horowitz & Company is dedicated to helping you achieve financial success.

Located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, Merrill Lynch Financial Advisor Anne B. Dolph is a respected finance institution with a focus on comprehensive wealth planning, retirement planning, estate planning services, and investment management. With over three decades of experience, Anne Dolph is known for her tailored financial strategies that cater to the unique needs of individuals, families, and businesses. She is dedicated to providing strategic wealth inheritance planning for families, aiming to preserve and grow family wealth over time while minimizing tax implications. Anne stays informed on industry trends, tax law changes, and market shifts to provide timely and insightful advice to her clients. Outside of work, Anne is actively involved in her community and is committed to financial education for younger generations. Whether you are an individual, a family, a business, or a finance professional, Anne is eager to connect, collaborate, and help you achieve your financial goals. Partnering with the global resources of Merrill, Anne's team is dedicated to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Anne B. Dolph to start building a personalized financial plan centered on your goals and priorities.

H&S Accounting & Tax Services, located at 7234 Taft Street in Hollywood, Florida, is a premier accounting firm dedicated to providing unmatched excellence in accounting and tax services. With a focus on knowledge, integrity, trust, passion, and security, our experienced team of Certified Public Accountants (CPA) offers tailored solutions to empower individuals, professionals, and business owners to make intelligent financial choices. We take a hands-on, personal approach to understand your unique needs and provide customized services to help you prosper. Our firm has a lengthy track record of meeting the accounting needs of South Florida and its neighboring areas. We specialize in helping small businesses simplify their financial demands, allowing owners to focus on running their business. Our comprehensive services include outsourced accounting, bookkeeping, QuickBooks consulting, tax planning, strategies, and preparation.

Hotel Marketing Strategist is a premier institution located at 1560 Sawgrass Corporate Parkway in Fort Lauderdale, Florida, United States. If you are a Hotel DOSM, Marketing Manager, GM, or Hotel Owner looking to boost REVPAR and increase occupancy within the next 30 to 90 days, then look no further. Our team specializes in rapid revenue enhancement for boutique and independent hotels. Let us help you develop a customized marketing strategy to drive bookings and elevate your hotel's success. Contact us today to learn more about our services and how we can support your business growth.

Arcana Financial, LLC is a financial institution located at 1451 West Cypress Creek Road, Fort Lauderdale, Florida, United States. Specializing in accounting and finance services, Arcana Financial offers a range of services to help businesses improve their financial processes, make sound business decisions, and grow profitably. Schedule a FREE 45-minute call to learn more about your business and finances, and discover the services that will benefit you the most. From tax planning to bookkeeping, Arcana Financial goes beyond tax compliance to proactively recommend tax-saving strategies to maximize your savings.

Diamond Multi Services is a leading finance institution located at 3230 West Broward Boulevard in Fort Lauderdale, Florida. With a commitment to providing top-notch financial services to individuals and businesses, Diamond Multi Services offers a wide range of financial solutions including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Diamond Multi Services can help you achieve financial success.

The Eunis Group is a boutique accounting and finance firm located at 300 Southeast 2nd Street in Fort Lauderdale, Florida. Led by President and CFO Rabecca L. Eunis and CEO and COO Eric Eunis, the firm combines old school integrity with new school techniques to provide top-notch financial consulting services. With a focus on strategic marketing, business strategy, and new product development, The Eunis Group helps clients nationwide achieve their financial goals. Clients praise Rabecca for her inspirational leadership and Eric for his can-do attitude, making them valuable assets to any business. Whether you're a small business owner or a budding entrepreneur, The Eunis Group is here to help you increase revenue, cut costs, and achieve financial success.

Sunrise Tax Services is a comprehensive financial institution located at 2654 North Andrews Avenue in Fort Lauderdale, Florida. Specializing in accounting, finance, insurance, and real estate services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, investment planning, insurance coverage, or property transactions, we are here to help you navigate the complex world of finance. Trust Sunrise Tax Services to provide you with the guidance and support you need to achieve your financial goals.

NES Tax & Accounting, LLC is a professional accounting and finance institution located at 2001 Palm Beach Lakes Boulevard in West Palm Beach, Florida. With a focus on tax filing and compliance, our team of experienced tax practitioners and IRS Enrolled Agents are dedicated to making your business our top priority. We are licensed to represent clients in all fifty states and have successfully navigated out of state audits. Whether you are a Florida resident or business owner, we can assist you with all your tax needs and represent you nationwide. Florida's business-friendly environment makes it an attractive destination for many entrepreneurs, with minimal small business regulations and no personal income tax, estate tax, or inheritance tax. Our services extend to various areas in Florida, including Plantation, Davie, Fort Lauderdale, Sunrise, Weston, Cooper City, Tamarac, West Palm Beach, Royal Palm Beach, Tampa, St. Petersburg, Wellington, Boca Raton, and more.

Tax Angels Inc is a reputable accounting and finance institution located at 5547 Florida 7 in Fort Lauderdale, Florida. Our team of experienced professionals are dedicated to providing top-notch tax and financial services to individuals and businesses alike. With our expertise and personalized approach, we strive to be your trusted partner in navigating the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Tax Angels Inc is here to help. Visit us today and let our team of angels guide you towards financial success.

KBG Tax Service is a leading accounting and finance institution located at 6750 North Andrews Avenue in Fort Lauderdale, Florida. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our expert staff is dedicated to helping clients navigate the complexities of tax laws and regulations to ensure compliance and maximize savings. Whether you need assistance with tax preparation, planning, or representation, KBG Tax Service is here to help you achieve your financial goals.

Capital Funds Tax Services is a reputable accounting and finance institution located at 1451 West Cypress Creek Road in Fort Lauderdale, Florida. Our team of experienced professionals provides expert tax services to individuals and businesses, helping them navigate the complexities of tax laws and maximize their financial outcomes. Whether you need assistance with tax planning, preparation, or audit representation, our dedicated staff is here to help you achieve your financial goals. Trust Capital Funds Tax Services to provide reliable and efficient tax solutions tailored to your specific needs.

Peter S. Zitoli, CPA is a trusted accounting and finance institution located at 2881 East Oakland Park Boulevard in Fort Lauderdale, Florida. With a focus on tax planning, business formation, compliance services, and IRS tax dispute resolution, Peter S. Zitoli offers personalized services to individuals and businesses. With years of experience, including a background with the Internal Revenue Service, clients can trust that their tax matters are in capable hands. The firm is dedicated to providing honest and effective tax services tailored to each client's unique needs. Whether you need assistance with tax planning, IRS tax dispute resolution, or tax debt reduction, Peter S. Zitoli, CPA is here to help you achieve your financial goals. Contact us today for a free check of unclaimed property listings in Florida or assistance with tax ID applications and forms. Let us help you navigate the complexities of tax planning and compliance for a successful financial future.

ERC Tax Credit Specialists is a finance institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Our team of ERC Specialists is available 24/7 to confirm your eligibility for the Employee Retention Tax Credit and file your claim. You can receive a complimentary ERC refund estimate within 24 hours, and we work with PEOs to ensure a smooth process. Our fees are lower than others, and every filing is prepared by a Certified Public Accountant (CPA). Submit your documentation to your dedicated CPA to prepare and file your claim, and potentially receive a US Treasury issued check for up to $26,000 per W-2 employee. The ERC is a payroll tax refund established by the COVID relief bill, encouraging businesses to retain employees during the pandemic. Our ERC specialists have a successful track record of helping clients claim millions in ERC tax credits, and we offer audit representation for peace of mind. Prepare the necessary documents to expedite your ERC application process, and remember that your business has up to three years to amend previously filed payroll taxes to claim your ERC refund. Contact ERC Tax Credit Specialists today for expert assistance in filing your ERC refund claim.

Accounting and Tax Services of Broward County, LLC. is a professional financial institution located at 2929 East Commercial Boulevard in Fort Lauderdale, Florida. Specializing in accounting and tax services, our team of experts is dedicated to providing top-notch financial assistance to individuals and businesses in Broward County. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of accounting and tax regulations to ensure their financial success. Whether you need help with bookkeeping, tax preparation, or financial planning, our team is here to provide you with the support you need. Visit us today to learn more about how we can help you achieve your financial goals.

Property Tax Services of Florida, located at 2000 West Commercial Boulevard in Fort Lauderdale, is a real estate agency specializing in helping clients achieve the lowest property tax assessments in all Florida jurisdictions. Their fees are based on performance, with most being a percentage of the tax savings achieved. With decades of experience and a strong relationship with local officials, PTAG is equipped with the most effective tools and practices in the commercial real estate marketplace. Property taxes can be a significant expense for businesses and real estate investors, which is why most commercial clients choose to appeal their property taxes annually. PTAG conducts thorough research on each property and represents clients before a Special Magistrate at the Value Adjustment Board. If successful in lowering the tax bill and saving money for the client, PTAG collects 35% of the savings. Historically, two out of three property owners receive a refund, and clients only pay if PTAG wins their case. Trust Property Tax Services of Florida to help you save money on your property taxes.

NES Tax & Accounting, LLC is a finance institution located at 150 South Pine Island Road in Plantation, Florida, United States. With a focus on tax filing and compliance, our experienced team of IRS Enrolled Agents is here to assist you with all of your tax needs. We are licensed to represent clients in all fifty states and have successfully handled out-of-state audits. Whether you are a Florida resident or recently moved to the state, we can help you file and represent you nationwide. Florida is known for its business-friendly environment, with minimal small business regulations and no personal income tax, estate tax, or inheritance tax. Our services extend to various areas including Plantation, Davie, Fort Lauderdale, and West Palm Beach, among others. We are open Monday to Friday from 8:30AM to 5:30PM at our Plantation and West Palm Beach locations. Your business is our priority at NES Tax & Accounting, LLC.

Inderjit Singh Malhotra is a reputable institution located at 3001 Davie Boulevard in Fort Lauderdale, Florida, United States. Specializing in accounting and finance, this institution offers top-notch education and training in the field. With experienced faculty and a comprehensive curriculum, students can expect to receive a high-quality education that will prepare them for successful careers in the financial industry. Whether you are looking to start a career in accounting or advance your knowledge in finance, Inderjit Singh Malhotra is the perfect institution to help you achieve your goals.

Victory Tax Services is a reputable accounting and finance institution located at 3606 Davie Boulevard in Fort Lauderdale, Florida. With a team of experienced professionals, Victory Tax Services is dedicated to providing top-notch tax preparation, financial planning, and accounting services to individuals and businesses in the area. Whether you need help with filing your taxes, managing your finances, or planning for the future, Victory Tax Services is committed to helping you achieve financial success. Contact us today to learn more about how we can assist you with all your accounting and finance needs.

Treniece Finnie PA at N&T Services LLC-Tax Services is a reputable accounting and finance institution located at 2040 Northwest 6th Street in Fort Lauderdale, Florida, United States. With a focus on providing top-notch tax services, Treniece Finnie PA is dedicated to helping clients navigate the complexities of tax laws and regulations to achieve financial success. Whether you are an individual or a business, their team of professionals is committed to delivering personalized and reliable services to meet your specific needs. Trust Treniece Finnie PA at N&T Services LLC-Tax Services for all your tax and financial needs.

Professional Accounting Solutions, Inc. is a leading accounting and finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Our outsourced online bookkeeping solution is tailored for small businesses of all industry types, with dedicated bookkeepers and accountants available in Miami, Fort Lauderdale, and other cities in Florida. Our team is committed to developing productive relationships with our clients, focusing on financial insights to influence decision-making and drive business success. From accurate and timely financial reports to tax services, payroll management, and QuickBooks consulting, we offer comprehensive solutions to help businesses thrive. Our flexible, cost-effective plans and cloud-based accounting software make it easy to streamline financial processes and increase efficiency. Let us help you unlock your financial potential and take control of your business finances with ease.

Perez Accounting Services is a comprehensive financial institution located at 3107 Stirling Road, Fort Lauderdale, Florida, United States. Specializing in accounting, finance, and local government services, our firm offers a wide range of services to meet all your financial needs. From tax returns to registering a new company, we are here to provide expert guidance and support. Our experienced team provides monthly bookkeeping services, including consolidated financials, account reconciliation, and financial and tax strategy. We prepare hundreds of business and personal tax returns each year, serving clients in nearly every state in the US and beyond. Additionally, we offer financial statement preparation on a monthly, quarterly, or annual basis, including balance sheets and income statements.