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Have you thought about Getting Out of Your Business?

You are not alone. If you have thought about leaving your business but don't know how to begin, you are in good company. Our goal is to help you plan and achieve your successful business exit.

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Inquire with us today and see how we can help you and your business.

Creating Your Roadmap

Your roadmap starts with your current state of affairs and ends when you exit your business. In order to properly implement your strategies, your business will need to answer questions regarding your stakeholders, the current business life-stage, the most desired direction and implementation of the proper strategy.

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Learn about what we do and our approach to help you reach your goals.

We Can Help Your Business and Your Family

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you and your business.

 

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Business Owner Resource Division

Welcome to the Business Owner Resource Division

The Business Owner Resource Division (BORD) of Evershore Financial Group is equipped to deal specifically with the issues and concerns of business owners and their various stages of growth. Our expertise helps you answer questions and develop strategies around your unique needs as a business owner. Whether you are a start-up or a mature business that dreams about maximizing your value for sale, we can help.


Don’t wait to plan until you’re overwhelmed. Stop, reach out, and get the advice from a firm that knows what you’re going through.

 

 

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Our Company

We're everything you want your financial services company to be. As an independent firm we are able to provide you with sound, comprehensive financial solutions for your unique situation.

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Our Process

We help businesses and business owners understand their current financial position and create individual strategies to help these entrepreneurs reach their goals. We are a resource for business growth, business valuations, key employee strategies, executive compensation, succession planning, buy-sell strategies, group benefits, and tax strategies.

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Your Exit-Planning Advisors

Meet the advisors serving the entrepreneur community.

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Looking to learn more?

Get in touch today

Contact Us
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Greg Abdalla, CEPA

Financial Advisor

I am a financial advisor with Evershore Financial Group, as an independent comprehensive financial services firm with offices in Orlando, Palm...

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Brian Schwarz, CFP®

Financial Advisor

I am passionate about helping people. Serving as a Financial Advisor provides me with the opportunity to listen attentively to the particular...

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Lynn Stebbins, CFP®

Financial Advisor

I am a financial advisor with Evershore Financial Group, an independent comprehensive financial services firm with offices in Boca Raton, Orlando...

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Daniel C. Zagata

CLU, ChFC ,CFP®, and AIF®

I am the Managing Partner of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, The Villages,...

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Contact info

  •   1750 N Maitland Ave, Maitland, FL 32751
  •   (321) 304-4009 (phone) | (321) 304-4103 (fax)
  •  bordroom@evershore.com

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Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Evershore Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  3121051 DOFU 6/2020

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Registered in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

Insurance licensed in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

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