We have worked with numerous professionals throughout the State of Florida on both Entering and Exiting engagements. Many have participated in our Entering & Exiting Strategy educational seminars. These are just a few of the professionals who we consider as trusted partners and we highly recommend:
Attorneys
Lewis Brisbois Bisgaard & Smith LLP | Michael Platner
Carlton Fields, PA | Franck Chantayan
Fox, Rothchild | Diane Geller
GrayRobinson | David Hallock
Greenberg Traurig LLP | Jon Swergold
Gunster, Yoakley & Stewart, PA | Kevin Lamb, Jim Davis
Holland & Knight LLP | Noel Boeke, Rod Anderson
Joseph Kempe, PA | David Tassell
Lownes, Drosdick PA | Frank Mock
Shutts & Bowen LLP | Stefan Rubin
Accountants
Cross, Fernandez & Riley LLP | James Cross, Melanie Fernandez
Proctor Crook & Crowder CPA | Nancy Crowder-McCoy, Gordon Proctor, Mike Crook
Richard S. Hall CPA PA | Richard Hall
RM McGladrey | John Majer
Schanel & Associates, CPA’s | Glenn Schanel
Consultants
Crisis Management | Alan Goldberg
Focus Management | Tim Pruban
Vistage Florida | Les Deck, Ray Watson, Rolfe Arnhym, Karl Sprague
Wealth Management & Insurance
BB&T Wealth Management | Michael Fleischhauer, David Beach
BNY Mellon | Tim Goering, Elyssa Kupferberg
Bernstein Global Wealth | Scott Barber
Blueprints for Tomorrow of Florida | Chris Roehm
Lassiter Ware Insurance | Bill Nolan
Richard S. Bernstein & Associates, Inc. | Richard Bernstein
UBS Financial Services | Kyle Smith
Feel free to contact our trusted partners for any of your business needs.
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