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The Florida Business Planning Council

Discover. Maximize. Exit.

You've built something remarkable. We help Florida business owners maximize what it's worth, protect the people who make it run, and plan an exit on their own terms, all in one place.

By owners, for ownersCEPA® & CIMA® credentialed advisorsBoca Raton & Orlando
You Are Remarkable

As your business grows, so do the questions.

How do you maximize value, protect key personnel, and plan your exit on your terms? The Florida Business Planning Council brings every answer under one roof, from operations consulting to exit planning to estate strategy.

We are not business brokers or investment bankers. We are serial entrepreneurs who have built and sold our own companies, and we know that no two businesses, or owners, are alike.

  • Maximize the value of what you've built
  • Protect your people, your family, and your legacy
  • Exit on your timeline and your terms
Miami causeway across Biscayne Bay
Why Plan Now

Most owners plan their exit too late.

3 in 4businesses are expected to change ownership in the next ten years
55%+of owners exit unexpectedly, and unprepared, when it happens
8 in 10businesses that go to market never actually sell
50–90%of a typical owner's net worth is tied up in the business
How We Work

A clear path from where you are to where you want to be.

Discover

A free, no-obligation consultation to understand your goals, your timeline, and what matters most to you and your family.

Value

A clear-eyed look at what your business is worth today, and what it could be worth with the right improvements.

Maximize & Protect

Value acceleration, key-employee benefits, insurance, and estate strategy, working together as one plan.

Exit

Transition on your timeline and your terms, whether that's a sale, a family succession, or a management buyout.

Watch

Unlock your business's full potential.

See how we help business owners like you build value, protect what matters, and secure their legacy with strategic planning.

Industry Spotlights

Know your industry. Know your number.

All spotlights

Start with a free, no-obligation conversation.

Tell us where you are and where you want to be. We will show you the path, and you only pay for what you need.