Your business is your largest asset. Working with an advisor to maximize and harvest value is critical to reaching your family’s financial goals.
Florida Capital Advisors, a division of Florida Capital Bank, N.A. is an advisory firm and debt capital provider to privately held companies. Our credentialed team of advisors are experienced with business owners’ specific challenges in growing business value, as well as transitioning ownership to family, partners, senior management or key employees. Florida Capital Advisors can assist you with the critical thought process required to achieve your goals. We will help you create a more valuable company and have a more successful transaction when you are ready.
- Business Valuation Advisory
- Value Enhancement Strategies
- Business Succession Planning
- Recapitalization Strategies
- Minority Shareholder Buy-ins and Buyouts
- Change of Control Shareholder Buyouts
- Owner Occupied or Investment Real Estate Acquisition or Refinance
Chuck Owston, CEPA, CM&AA
Contact Chuck at 407.540.5802 or firstname.lastname@example.org
Prior to forming Florida Capital Advisors, Chuck served as President of the Bank Division of Florida Capital Bank, N.A. from 2010-2014. He spent 21 years with Wachovia Bank (now a Wells Fargo Company) where he advised shareholders of middle market companies on optimal capital structures, enterprise value growth strategies, ownership transition, liquidity options and managing wealth. Chuck has a Bachelor’s of Science in Finance and is a Certified Merger & Acquisition Advisor (CM&AA), granted by the Alliance of Merger & Acquisition Advisors and taught at DePaul University. Additionally, he holds the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. Chuck is a member of the Grow Florida Advisory Board, as well as Rollins College, Department of Business Advisory Board.
Peter Allport, CEPA
Contact Peter at 407.540.5806 or email@example.com
Peter has worked in a commercial banking and business financial advisory capacity for over 30 years. He is experienced in both commercial and real estate financing. Prior to joining Florida Capital in March 2007, Mr. Allport spent 20 years with Wachovia Bank (now a Wells Fargo Company) in a similar capacity. Mr. Allport earned a Bachelor’s degree in Economics from Rollins College and he holds the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. Peter serves on the board of directors of Certified Slings, Inc. (a middle market company in the rigging, overhead lifting, load securement and contractor supplies industry). He is a past President of the Winter Park Racquet Club.
*Minority shareholder buy-in/buyout, majority shareholder change of control and real estate financing is provided through Florida Capital Bank, N.A. All loans are subject to credit review and approval.