Planner Business Consulting

Bringing the right ideas to support your business problems.

About Us

Companies are born to solve problems in the market or to offer an innovative offer previously unknown to then. Our business was born basically of these two motivations.

Our vision it is to be recognized as a company that adds the most        value to our customers, employees and partners.

Our mission it is to perform innovative work, adding value to our          customers' businesses, with controls that make the company look      for quick solutions, with secure information bringing process              improvements.

Services

Tax Consulting

Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible. It is an essential part of a financial plan. 

Strategic Planning

Business planning is necessary for company growth and success. Business plans provide companies with the tools to track growth, establish a budget and prepare for unforeseen changes in the market place. A strategic plan includes many elements a business can utilize to attract financing and manage company objectives.

Due Diligence

Due diligence is an investigation or audit of a potential investment or product to confirm all facts, that might include the review of financial records. Due diligence refers to the research done before entering into an agreement or a financial transaction with another party.

Valuation

Business valuation is a process and a set of procedures used to estimate the economic value of an owner's interest in a business. Valuation is used by financial market participants to determine the price they are willing to pay or receive to effect a sale of a business.


Need Help?

First Title

Contact us

Our team is ready to guide you!

ADDRESS:
4700 NW Boca Raton Blvd, ste 202 
Boca Raton, FL, 33431

PHONE:
+1 407-309-7065