• Our Process
  • Team
  • Contact Us
  • Client Login
  • Skip to main content
Southern Capital

Southern Capital

Boutique Financial Planning Firm | Florida

  • Our Process
  • Team
  • Contact Us
  • Client Login

Our Process

Your Business Made Simple

Business Advisory and Exit Planning Services

Below is an example of our general planning process.
Services may be added or removed to suit the unique needs of each business.

01.

Goals & Objectives

Review current and future needs, entity structure, ownership allocations, growth projections, tax planning considerations, and more

02.

Financial Assessment

Analysis of cash flows, investments, tax records, asset protection, debt evaluation, strategic partnerships

03.

Risk Management

Identify ways to best protect your assets and utilize a variety of products to mitigate your organization’s overall exposure to risk

04.

Compensation & Benefits

As you grow, we can help design everything from employee benefit packages to ownership transition management plans

05.

Business Exit Planning

Protecting your family’s quality of life through the sale of your business and beyond

  • – Create & Clarify Exit Objectives
  • – Ownership Continuity Planning
  • – Current Valuation & Forecast Cash Flow
  • – Identify Asset Gap & Growth Strategy
  • – Minimize Taxable Income
  • – Sale & Transition

06.

Estate and Wealth Transfer Strategy

Ensure the longevity of your assets and prepare for the future by creating a plan to successfully transition your legacy

07.

Implementation & Monitoring

Our focus shifts to the benchmarks set for your plan, periodic reviews and adapting as needed to suit your evolving business environment

2001 Thomasville Road
Suite B200
Tallahassee, Florida 32308

Tel: 850.688.9079
info@mysoutherncapital.com

Contact Us

Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

Disclosures | ADV | CRS | Privacy Policy