Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! ®

The BSG of South Florida

The BSG of South Florida is a team of financial professionals formed to work with closely held businesses. Every day, we speak to business owners like you. From start-ups to companies that have lasted generations, we help identify new opportunities in your financial plans.

We listen to the key issues, concerns and obstacles that are most important to you, your partners and other trusted advisors. Then, we work closely with you and your financial team to prioritize and implement strategies that build value.

  • Business Continuity and Succession Planning
  • Executive & Employee Benefits
  • Company Retirement Plans
  • Estate and Legacy Planning Strategie


The Business Strategies Group is a Division of Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN)


GE 2916786 (01/20) (Exp. 01/24)