Create an income from the taxes you owe
from any big sale
STEP #1 of 3: Watch This Quick Video
3-Minute Introduction
STEP #2 of 3: Fill Out The Earnings Estimator
More Accurate = Better Results!
STEP #3 of 3: Schedule To Get Your Results
15-Minute No-Obligation Meeting
Ricardo Fogel has over 19 years of experience between owning a business, real estate, and performing as a business broker. Ricardo recently was recruited by Business Team for his successes in business development and sales. Ricardo focuses on creating the exit plan that best fits your needs for when you are ready to step away from your business.
Recognizing that each client has individual needs, Ricardo finds it incredibly motivating to use his analytic skills, to share his knowledge of the importance of tax planning and saving after clients exit their business. He believes in educating clients and works diligently to help them develop achievable goals and implement strategies that assist them in attaining their personal plans.
Kevin Brunner
Kevin Brunner is a seasoned professional with over 20 years of experience in financial services. He has a special focus on doctors and business owners, and has spent over 30 years consulting businesses from startups to turnarounds. His philosophy is that retirement is about income, not assets, because not all assets return the same income.
Kevin was featured as an advisor in Forbes magazine in 2015 and leads a team of professionals, CPAs, and attorneys trained in the principles and strategies of retirement income planning, business planning, wealth preservation, and asset protection.
His goal is to share the blessings he's received, including amazing experiences from visiting 47 countries and counting, learning from tremendous mentors in life and business, and the generosity he's experienced. He was born an orphan, adopted by a loving and generous family, and feels blessed with more than he deserves. He prays to live long enough to give back even a portion of what he has received.
Nothing on this site should be interpreted to state or imply that past results are an indication of future performance. This site does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell insurance, annuities, securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration or licensing exists. Information throughout this internet site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, different methods of accounting and financial reporting, and foreign taxes.