Solutions for Business Owners – Pompano Beach, FL

Owning a business means your personal finances and company decisions are linked. Our high-touch solutions for business owners in Pompano Beach, FL bring your enterprise, investments, benefits, and exit goals into one clear plan—so your company supports your life, not the other way around. From the Intracoastal in Pompano to downtown Fort Lauderdale and up to Boca, our guidance reflects the way local firms actually operate—and grow.

How We Build Your Owner Playbook

Understand Your Enterprise & Goals

We start with the big picture—entity structure, cash flow, compensation, benefits, growth plans, and what a successful outcome looks like for you and your family.


Design & Align With Your Advisory Bench

Working with your CPA, attorney, and benefits/TPA partners, we connect compensation, retirement plans, and ownership structure so taxes, documents, and strategy point the same direction.


Implement With Precision

You get clear next steps, help with vendor and custodian forms, and coordination across advisors, so changes are executed cleanly.


Keep the Playbook Current

You choose the communication cadence—phone, video, or in-person at our Pompano Beach office—and receive concise recaps and decision logs after each touchpoint.

What You Can Expect

 (Tailored to your goals; examples below may vary by engagement.)

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Owner’s Financial Blueprint

A plain-English brief that connects your company’s economics to your family’s goals, highlighting priorities for both near-term operations and long-term outcomes.

Entity & Compensation Snapshot

 A high-level review of entity type, payroll vs. distributions, and benefit design—with items to confirm with your CPA and attorney.

Retirement Plan Options Brief

A comparison of plan types (e.g., SEP, SIMPLE, Safe Harbor 401(k), cash balance) to discuss with your CPA/TPA, aligned to headcount, budget, and owner-savings targets.

Succession & Exit Readiness Outline

 A practical framework for leadership continuity, buy-sell readiness, and owner liquidity—organized for counsel and valuation professionals.

Risk & Continuity Review

Guidance on key-person exposure, disability overhead, and buy-sell funding so operations can continue if the unexpected happens.

Cash Flow & Liquidity Guide

Ideas for smoothing seasonal cash needs, building reserves, and planning distributions without disrupting growth.

Note: Exact outputs depend on your needs and the scope of our work together. We coordinate with your licensed attorney and CPA; we do not provide legal or tax advice.

WORKING TOGETHER

Strategies We Coordinate (with your attorney and CPA)

  • Entity Structure & Elections — Coordination on LLC/S-Corp/C-Corp considerations with your CPA/attorney

  • Compensation & Distribution Design — Salary, dividends/distributions, and bonus planning aligned to goals

  • Retirement Plan Architecture — SEP/SIMPLE/401(k)/cash balance design and TPA/vendor coordination

  • Buy-Sell Agreements & Funding — Attorney-drafted terms; insurance and liquidity strategies to support execution

  • Key-Person & Disability Overhead Coverage — Planning for leadership and revenue protection

  • Executive & Owner Benefits — Deferred comp, health funding options, and fringe benefits strategy

  • Capital, Credit & Banking Relationships — Lender coordination for working capital and growth initiatives

  • Business Real Estate Strategy — Owner-occupied property, leasing vs. owning, and entity titling considerations

  • Tax-Aware Owner Distributions — Cash flow from business to household coordinated with your CPA



  • Continuity & Disaster Preparedness — Financial provisions for hurricane disruption and recovery

Who This Is Right For

Our guidance reflects the way companies operate here: seasonal demand swings, hurricane preparedness, marine and hospitality influences, and real-estate-driven balance sheets. We help owner-operators across Broward and Palm Beach counties streamline cash flow, protect leadership, and plan for a clean transition—whether the goal is generational continuity or a market-value exit. It’s especially valuable for:



  • Owner-operators in marine, hospitality, professional services, and construction

  • Multi-entity families and real estate entrepreneurs

  • Growth-minded firms preparing to scale operations or teams


  • Business owners planning an exit in the coming years

How Business Owner Solutions Power the Rest of Your Plan

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Aligned With Wealth & Legacy Goals

Ownership transfers, gifting strategies, and inheritance planning connect your business outcome to your family’s long-term vision, coordinated with counsel.

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Retirement Plans for Owners & Teams

We help you evaluate plan types and contribution strategies so you can build your nest egg while offering competitive benefits to retain talent

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Insurance for Continuity & Key Talent

Key-person, buy-sell, and disability solutions can provide liquidity when it’s needed most and reinforce executive retention.

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Business Owner Questions We Hear Most

  • Which retirement plan makes sense for my size and cash flow?

     It depends on headcount, budget, and savings goals. We outline options (e.g., SIMPLE, Safe Harbor 401(k), cash balance) to review with your CPA/TPA.

  • Do I really need a buy-sell agreement?

    If there’s more than one owner, yes. Your attorney drafts the agreement; we help plan for funding and liquidity so it’s practical to execute.

  • How do I separate business and personal finances cleanly?

    Use dedicated accounts, consistent payroll/distribution practices, and a written draw policy—coordinated with your CPA—to keep records clear.

  • When should I start planning for an exit?

    Earlier is better. We focus on value drivers (cash flow quality, customer concentration, leadership depth) and coordinate with valuation and legal professionals.

  • Can insurance premiums be deductible for my company?

    Sometimes. Treatment varies by policy type and structure—your CPA will advise. We outline options and coordinate with your tax team

  • Should I own my building personally or in a separate entity?

    That’s a legal/tax decision. We model the financial implications and coordinate with your attorney and CPA on structure and titling.

Next Steps

Let’s build a plan that helps your company thrive—and supports the life you’re working for. Schedule a complimentary consultation with our Pompano Beach team.