Holtheuer Group

Bankers Advocate, based in Fort Lauderdale, FL, specializes in assisting business owners with their exit strategies, whether they are looking to sell their business in the near future or plan for a transition over several years. They offer certified business valuations and tailored advice to ensure owners can manage pricing and negotiations effectively when exiting their business. The firm also provides guidance for employee and family buyouts, addressing the complexities of transferring ownership to key employees or the next generation. With a commitment to answering business sale and valuation questions, Bankers Advocate is dedicated to supporting clients through significant ownership transitions. Generated from the website

Integral Wealth Planning is a boutique financial firm located in Fort Lauderdale, FL, offering personalized and comprehensive financial solutions to individuals and families. With a focus on building long-term relationships, the firm takes a hands-on approach to understand each client's unique financial needs and goals, providing them with exceptional choices and opportunities not commonly found elsewhere. As an independent registered broker-dealer and SEC registered investment advisor, Integral Wealth Planning offers a range of services including retirement planning, estate planning, life insurance, and 1031 real estate exchange DSTs. With a commitment to transparency and fiduciary standards, the firm strives to bring financial wellness to clients' lives by delivering efficient and customized solutions without pressure or hype.Generated from the website