Transform Your Life's Work Into Your Perfect Exit
You've built something remarkable. Through countless early mornings, late nights, and sacrificed weekends, you've created a successful business that supports your family and your employees. Now, thoughts of your next chapter are beginning to emerge, and with them come questions about your business's true value and its ability to fund the future you envision.
Local Experience, Comprehensive Solutions
Since establishing our Oldsmar office, Tampa Bay Advisory has helped countless neighbors throughout Pinellas, Hillsborough, and Pasco counties navigate their financial futures. Our roots in the Tampa Bay community run deep, giving us unique insight into the financial opportunities and challenges local families and businesses face.
Your Financial Partner for Life's Journey
Every financial story is unique. Whether you're a business owner in Clearwater looking to protect your legacy, a family in Tampa planning for retirement, or a professional in St. Petersburg seeking to optimize your wealth strategy, we provide the guidance you need at every step.
The Challenge Every Business Owner Faces
The hard truth is sobering: 80% of businesses listed for sale never find a buyer. Of those that do sell, many owners walk away with far less than they need for retirement. Most discover too late that their business wasn't as valuable as they thought, or that simple changes could have dramatically increased their sale price.
It's not your fault. Building a business requires different skills than selling one. While you've mastered running your company, preparing it for sale is a journey into unfamiliar territory.
Understanding What's at Stake
Your Business Is Your Legacy—Don’t Leave It to Chance
Most business owners spend years building their company, yet few take the time to protect it from the 5 D’s—Death, Divorce, Disability, Distress, and Disagreements, that can disrupt or even destroy everything you’ve built. At Tampa Bay Advisory, we help you get ahead of the risk. Our Business Wealth Design Process is designed to help you uncover vulnerabilities, create better protection for your assets, and, when done right, can potentially increase your business value by up to 10X. Don't wait for a crisis. Let's future proof your business so you can live with confidence and leave a lasting legacy that can survive any of the "5 D's"
A Better Path Forward
Imagine having complete clarity about:
Your business's true market value
A clear timeline to your ideal exit
Specific steps to maximize your sale price
Strategies to protect your wealth after the sale
A plan to preserve your legacy
Your Guide to a Successful Exit
We help Tampa Bay business owners transform their life's work into their next chapter's foundation. We also understand the emotional and financial complexities of selling a business because we've guided countless owners through this journey.
The Journey to Your Perfect Exit
It begins with our comprehensive Business Valuation Analysis. This isn't just about numbers—it's about understanding your business's full potential and creating a clear path to achieve it.
Through our proven process, we'll help you:
Discover your business's true market value.
Identify opportunities to increase that value.
Create your customized exit timeline.
Develop strategies to minimize taxes.
Protect your wealth after the sale.
Your First Step Is Simple
Schedule your complimentary Business Valuation Analysis, which includes:
Professional valuation report ($5,000 value).
60-minute strategic planning session.
Custom value enhancement roadmap.
Tax optimization strategies.
Wealth protection plan.
"I thought I knew what my business was worth until I got my valuation report. Two years later, following their strategy, I sold for twice what I originally expected. This process completely transformed my retirement plans." - James R., Former Manufacturing CEO
The Time to Start Is Now
The best time to begin planning your exit was the day you started your business. The second best time is today. Every month you wait potentially leaves money on the table and puts your ideal exit at risk.
You've Built Something Special
Because your life's work deserves more than just a sale—it deserves a strategy that secures your future.