By owners, for owners.
Real expertise from business owners who have built, grown, and sold multiple companies, and who know exactly what’s at stake when it’s your turn.
We are not business brokers or investment bankers.
We are serial entrepreneurs who have successfully built and sold our own businesses.
We understand that one size does not fit all. Each of our businesses was unique, operated in a different industry, and was sold under different economic conditions. Each had its own successes, its own imperfections, and its own reasons for selling.
That is why we start with a free, no-obligation consultation. We work with you to define your exit planning goals and make them achievable. And we believe you should pay for what you need and what you will use, so our services and fee structures are aligned to match.
The people behind your plan.
Joseph Gitto
Founding Partner · Orlando
Joseph Gitto is an accomplished senior finance, sales, and operational executive, entrepreneur, coach, thought leader, and board member with more than 25 years of success across a range of industries.
Drawing on extensive experience in finance, sales, marketing, and operations, Joseph is a valuable asset to growing businesses seeking help with raising capital, developing sales and marketing strategies, business and strategic planning, financial controls, reporting and oversight, and leadership team development.
His broad expertise includes business development, forecasting, planning, P&L management, marketing, and key partnership building. In 2023, he became a founding member of the Exit Planning Institute’s Orlando chapter. Joseph is also the founder of Blue Sky Advisory Services, which partners with FLBPC on industry research and exit planning.
Matthew Shafer
CIMA® · CEPA® · Boca Raton
Matt leads a team of financial advisors and service associates based in Boca Raton, Florida, with regional representation in the Northeast and Midwest. He joined Raymond James in September 2018 as the lead advisor of Trimaran Advisors (formerly the Shafer Barber Winkler Group) of Raymond James.
Matt began his career in 1997 with PaineWebber in Boca Raton and remained with the firm after its acquisition by UBS in 1999. In April 2009, he and his team joined Smith Barney’s Citi Family Office group, where he held the title of Family Wealth Director, and he remained with the firm after its acquisition by Morgan Stanley. Matt represents the third generation of his family to advise wealthy families and their businesses.
A graduate of American University in Washington, D.C., Matt earned a BA and an MA in Economics with a concentration in International Financial Markets. In 2005 he earned the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association® and taught in conjunction with the Haas School of Business at UC Berkeley. In 2015 he completed the Certified Exit Planning Advisor® (CEPA®) designation, designed for advisors who work closely with owners of privately held companies. He has also earned the Private Wealth Advisor designation from Raymond James, reflecting his experience managing the financial concerns of families, individuals, and organizations of significant wealth.
Matt is the author of The Future of Your Wealth: How the World Is Changing and What You Need to Do About It and has written for Worth Magazine®. Outside the office, he enjoys travel and outdoor sportsmanship. Matt and his wife live in Boca Raton with their two children.
What sets us apart.
Owner Experience
Advice from people who have sat in your chair, and sold their own companies.
One Coordinated Plan
Valuation, exit planning, benefits, insurance, and estate strategy working together.
Pay for What You Use
Services and fees aligned to what you actually need, starting with a free consultation.
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.