Business Solutions

A large majority of our clients have built their wealth through a successful small business. Our firm provides ancillary products and services to our clients that complement their business strategies and needs. These services typically include:

Real estate sales (capital gains tax deferral (*1031 Exchange, Delaware Statuary Trust, Qualified Opportunity Zones *)
Business Sales Tax Minimization Strategies: When it comes to selling your business, minimizing capital gains tax are crucial. Our team can guide you through effective strategies such as Capital Gains Tax Deferral and Depreciation Carry Forward to help minimize your tax liabilities and optimize your financial outcomes.
Buy-Sell Structuring and Business Succession Planning: Planning for the future of your business is essential for long-term success. We assist in structuring buy-sell agreements and developing comprehensive business succession plans to ensure a smooth transition and preserve the value you’ve worked hard to build.

Key-Person Retention Strategies: We understand that key personnel are vital to the success of your business. Our team can help you design and implement effective retention strategies to attract, motivate, and retain key employees, ensuring the stability and continuity of your operations.
Business Evaluation Service: At McCloskey & Associates, we understand that your first question when contemplating a business sale is, “What is the value of my business?” We have the answer.
Discover your company’s worth swiftly with our business valuation service, designed specifically for small and medium-sized businesses. Taking this crucial first step puts you on the path to a tax-efficient successful sale.
Knowing the value of your business is just the beginning. Maximizing its value for a sale requires a unique set of skills. That’s where our licensed advisors come in. With McCloskey & Associates, you benefit from seasoned professionals who not only help you grasp the intricacies of selling your business but also provide expert guidance to ensure you maximize its value in the market.
Put our expertise to work for you. We’re not just advisors; we’re partners in your business success.

Please note that the above services are provided as general examples and may vary depending on the specific offerings and expertise of our firm. We are committed to understanding your unique needs and developing customized solutions that drive your success.

Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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McCloskey & Associates Fiduciary Wealth Management offers fiduciary wealth managementt services for businesses across Melbourne, Orlando, Lakeland, Tampa, West Palm Beach, and the surrounding areas.