Pick a time for your Strategy Meeting.
Free, relaxed and about you. Choose any open slot.
For S-corp owners in Tampa Bay Financial planning for Tampa business owners Exit planning for Tampa business owners For Tampa owners after an exit, or close to one
You built a business that pays you. Now build wealth outside it. Your business and your money, planned as one. Your business value is set years before you exit. You sold the business. Now make the money last.
Financial planning that grows your second nest egg, without starving the business. Clear advice on how you pay yourself, where your cash sits and what gets saved. Planning that readies the business for a buyer and your family for life after. Fiduciary planning for life after the exit, from someone who runs a business too.
Six quick questions, then pick a time. No obligation.
- Paid only by you
- Fiduciary
- No products sold
- Month to month
Sound familiar?
- Somewhere along the way, the business became your retirement plan.You're not alone: nearly 1 in 5 U.S. small business owners have nothing saved for retirement. Source: WealthRabbit 2025 Small Business Retirement Report (opens in a new tab)
- You'll pay yourself properly next month. You said that last month.
- You don't know what you would actually keep after an exit.
None of that means you're bad with money. It means nobody is coordinating it.
What working together looks like.
Start with the life you want after the business. Build wealth on both sides. Exit on your schedule.
Your number and your gap
What you need, what you have, and the distance between. In about a week.
A pay plan
Salary and distributions set for your role, coordinated with your CPA.
Cash and retirement, set up
Reserves, tax money and the right retirement plan for you and your team.
An exit-readiness checklist
What a buyer will look at, worked on quarter by quarter.
You work with Alex. Not an associate.
“When you call, I pick up. And I come to you, anywhere in Tampa Bay.”
- Tampa native and small business owner
- MBA in Finance, ChFC, Series 66, Fiduciary
- About 4 years in financial services
- Works alongside your CPA and attorney
1.2% a year on the investments we manage for you, billed as 0.1% a month. You pay us directly, never through products we sell you, and we take no cut of your business exit.
$1 a month per $1,000. No strict minimum. Full details in our Form ADV Part 2A (opens in a new tab).Is this for you?
A good fit
- You own an S-corp in Tampa Bay
- You want to build retirement alongside the business
- You want a direct relationship with your planner
Not a fit
- You want to pick stocks
- You prefer a large firm
- You want commission-based products
Common questions.
Do you take a cut when I exit my business?
No. You pay us directly, never through products we sell you, and we take no fee from your business exit. Our only fee is 1.2% a year (0.1% a month) on the investments we manage for you, as shown in our Form ADV.
Is there a long contract?
No. We work month to month.
Where do we meet?
Wherever suits you: your home, your office or a coffee shop. Alex comes to you.
Will you work with my CPA?
Yes. We are not a CPA firm, so we coordinate with your CPA and attorney.
Your free Strategy Meeting.
- Meet Alex himself, not an associate. No obligation.
- Leave with specific ways to turn business cash flow into personal wealth.
- Get clear steps to make the business more attractive to a buyer.
- It's yours to keep, whether or not we work together.
Question 1 of 5
You're a fit. Where can Alex reach you?
Next you'll pick a time. Your details carry over, so booking takes one tap.
You can look up Alex's registration on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
Thanks. Pick a time.
Choose any open slot for your Strategy Meeting with Alex.
Thank you. Here's a better first step.
From your answers, a full planning relationship may be early. Alex writes free articles for business owners. Want them by email?
You're on the list. Thank you.
Read the articles now · Questions? Call (813) 546-2422.
Rather talk first? (813) 546-2422 or alex@alonsofp.com