BUSINESS PLANNING

SERVICES

OUR APPROACH TO YOUR SUCCESS

01

ENTITY STRUCTURE

First, we work to identify the most advantageous structure for each organization and its unique set of strategic considerations. Our comprehensive evaluation includes ownership allocations, tax planning considerations, industry-related opportunities, entity size, growth projections and more.

02

FINANCIAL HEALTH

When determining the financial well-being of a business, we examine a number of elements such as, cash flow and debt evaluations, risk management, tax records and asset protection. This allows us to identify areas of opportunity where we may be able to better align your financial plan with your goals. 

03

PROTECTION

Next, we perform an analysis of insurance products currently in place and work to identify adjustments or additions which may better protect your assets and mitigate the organization's exposure to risk. 

04

COMPENSATION + BENEFITS

Attract and retain the right team of people best suited to help grow your business. Southern Capital works with clients to design everything from employee benefit packages to ownership transition management plans. 

05

SUCCESSION PLANNING

We believe a comprehensive business plan should include strategies which empower owners to successfully transition their business and prepare for the future. This often includes collaboration with our strategic partners in order to create a comprehensive plan that covers every facet of ownership transition.

06

IMPLEMENTATION + PERIODIC REVIEW

Once we reach the implementation stage, our focus shifts to the benchmarks set for your plan. Periodic reviews and adapting your plan as needed to suit your evolving business environment are essential in order to stay on track towards meeting your goals.

 

Securities offered through GWN Securities, Inc. Member FINRA & SIPC. 11440 N Jog Road - Palm Beach Gardens, FL 33418 - (561) 472-2700 Investment Advice offered through Latitude Advisors, LLC. Registered Investment Advisor. Southern Capital, LLC, Latitude Advisors, LLC and GWN Securities, Inc. are not affiliated companies.