Start with business tax returns, historical and year-to-date financial statements, bank support, asset and debt schedules, formation and ownership records, leases, licenses, material contracts, and operating and workforce records.
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Florida Short-Term Rental Strategic Outlook 2026–2027
This podcast briefing examines the evolving landscape of short-term vacation rentals in Florida and coastal regions through 2027.
Should You Sell Your Vacation Rental Management Company Now—or Build It for 3 More Years?
If guest emergencies, homeowner retention, and vendor coordination rely entirely on your cell phone, buyers view the business as high risk. Replace yourself operationally first.
Why Selling a Tampa Lower-Middle-Market Business Requires More Than a Valuation I’ve been a business broker in Florida for 20 years. One thing I’ve learned is that business owners often start the conversation in the wrong place. They ask: “What is my business worth?” That’s an important question. But it isn’t the first question I […]
Valuation Tells You What a Business Was. Investment Logic Determines Whether You Should Buy It.
After more than 21 years as a business broker and advisor in Florida, I have watched countless buyers become fixated on historical numbers while overlooking the future realities that will ultimately determine the success or failure of their investment.