Provenance Wealth Advisors
PWA’s team of experienced planners carefully evaluates each client’s personal financial situation and their business and family responsibilities against a backdrop of their long and short-term goals. This 360-degree view helps PWA planners identify opportunities, gaps and potential problems so they can offer thoughtful and results-oriented solutions.
PWA’s approach is unique because it considers the holistic business and personal financial issues for each client.
The firm’s areas of expertise include:
- Estate planning
- Business and succession planning
- Investment planning
- Insurance planning
- Retirement planning
BayBridge Capital Advisors
Our team of advisors, financial consultants and analysts has proven success leveraging their long-standing relationships to develop creative solutions that benefit buyers and sellers. When working with clients seeking to sell their businesses, we provide marketing services, sourcing and identification of target buyers and/or merger candidates, meticulous and appropriate due diligence, and negotiation of contracts. Buy-side services include analysis and due diligence of acquisition and merger targets, valuation modeling, contract negotiations and integration of business operations.
We provide the guidance that joint-venture partners need to identify and assess equity and debt financing as well as tax-planning services to position our clients and their businesses for maximum tax efficiency following a financial event.
Orion Real Estate Group
Established in 1978, Orion Real Estate Group is a full service commercial real estate firm with offices in Miami and Orlando. Orion provides consulting services to national and international buyers of commercial real estate. With a fully integrated and comprehensive platform, Orion has handled more than $2 billion in transactions and manage a portfolio exceeding $400 million. Our firms have worked together for more than 30 years helping clients acquire and dispose of assets.