Broker Check

954-800-5500

F 954-990-4906

Contact Us

 

Business Planning

At Fortune 360 Group, we strive to serve as a professional business consultant, helping business owners chart and navigate a course for their individual business goals. We apply a holistic approach to your business planning needs, helping you prepare for your eventual exit, protect your business,
improve your tax situation, and more.

 

Business Planning

Business Continuity

Succession Planning

Tax Planning

Informal Business Valuation

Coordinate CPA Business Analysis

Coordinate Business Broker

Business Exit Planning


Wealth Transfer Planning

Keyman Insurance

Buy Sell

Retirement Plan Transition

Employee Benefits Transition

Human Resources Transition

Healthcare Assessment