
Business advisory services for Florida ownersStrategy that decides.
Execution that delivers.
Senior consulting, fractional CFO leadership and transaction advisory that turn financial data into confident decisions, engineered to grow revenue, protect margin, and prepare your business for whatever is next.
What we do
Fractional CFO
Senior financial leadership, forecasting and cash flow, part-time.
Business Consulting
Strategic and operational advisory to accelerate growth and efficiency.
M&A & Exit Strategy
Exit planning, due diligence and deal structuring end to end.
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Businesses served
Every industry, since 2018
$0M+
Client savings identified
Tax, cost & margin work combined
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Years of expertise
CPAs, CFOs & credentialed advisors
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5.0-star reviews
Verified on Google
Credentialed advisors, trusted across every stage of growth
Working hard and SMAART. For you.
Stop guessing on the big calls.
Start deciding with the numbers.
Business owners already wear enough hats. SMAART Advisors brings the strategy and financial leadership, so the calls that shape your business rest on real numbers. Here's what we stand for.
SSolutions
Integrated solutions
One team for advisory, tax, accounting and payroll, no more juggling vendors or chasing answers across firms when a decision touches every number at once.
Learn moreWhy choose SMAART?
An A+ team in your corner
Peace of Mind
Founders and owners across every industry trust SMAART to deliver clarity at every decision point and confidence through every stage of growth.
Combined Intelligence
CPAs, fractional CFOs, valuation specialists and risk advisors, each bringing distinct expertise you can tap into to solve your most complex challenges.
Competitive Advantage
Add professional accountants, certified financial planners, valuation analysts and transaction advisors to your corner, under one roof.


The SMAART Advisors team
Solutions that run your business the SMAART way
What our solutions do for you: as a founder and as a growing business.
For founders & operators
Senior financial leadership and strategic advisory without the cost of a full-time executive. Cash flow, forecasting, pricing and the decisions that scale a business.
- Fractional CFO & finance consulting
- Growth strategy & new business setup
- Technology & digital transformation
For owners planning a transition
Maximize the value of what you built. Defensible valuations, M&A advisory and exit planning that get you the outcome you have worked your career to earn.
- Business valuations & exit strategy
- Buy/sell transaction advisory
- Succession & retirement planning
Our vision
With SMAART, opportunity is (in)sight
Our ability to see both the big picture and the granular details, and to read a business from every angle, lets us develop insights with game-changing impact. A future full of potential starts here.
In your corner
- CPA
- Certified Financial Planner
- Chartered Business Valuator
- Investment Advisor Reps
- US Tax Court Practitioner
- IRS Enrolled Agent
- Salesforce Certified Partner
- QuickBooks ProAdvisor
Our leadership
The professionals behind SMAART
CPAs, fractional CFOs, valuation analysts & transaction advisors dedicated to your success.
Our services
The financial clarity you deserve
From a first strategy session to a full M&A close: one team handles all of it.
Trending News
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Financial PlanningRetirement Planning for Business Owners: Why 'The Business Is My Retirement Plan' Is Risky
Many business owners quietly assume the eventual sale of their business will fund retirement. Here's why that's a risky plan on its own, and how SEP-IRAs, Solo 401(k)s, and cash balance plans can build a real one alongside it.
New Business FormationChoosing the Right Business Entity: LLC vs. S-Corp vs. C-Corp vs. Partnership
The entity you choose when you form your business affects your liability, your tax bill, and how easily you can raise money or eventually sell. Here's how the four common structures actually compare.
M&A and Exit StrategyPreparing Your Business for Sale: The 2-5 Year Exit Readiness Timeline
The businesses that sell for the strongest multiples start preparing years before they list. Here's the exit readiness timeline, the clean-up steps that increase sale value, and the mistakes that most often tank a deal.
FAQ
Questions we hear most often
Can't find what you're looking for? Our team is ready to help with any question about your business.
What services does SMAART Advisors offer?
Business consulting, fractional CFO services, finance consulting, business valuations, M&A and exit strategy, buy/sell transaction advisory, restructuring, technology and digital transformation, procurement, financial planning, and retirement planning. One team covers strategy through execution.
How much do your services cost?
Every engagement runs on a fixed scope and fixed fee defined in a written statement of work, no hourly meter and no surprise invoice. The initial consultation is free, and you will have a written quote before any work begins.
What is the difference between a fractional CFO and a business consultant?
A Fractional CFO embeds into your business for ongoing financial leadership, forecasting, cash flow and reporting. A business consultant advises on a specific strategic question or project. Many clients use both, often on the same team.
Do you work with businesses outside of Florida?
Yes. We are headquartered in Fort Lauderdale, FL, but advise founders and owners in all 50 states and abroad, fully remote through our encrypted client portal, or in person by appointment.
Can you help us prepare for a sale, merger, or acquisition?
Yes. Our valuations, M&A and exit strategy, and buy/sell advisory teams handle every phase, from valuation and due diligence through deal structuring, negotiation and closing.
How do I get started?
Book a free consultation. We will review your situation, scope a fixed fee, and show you exactly what we would do differently, no pressure and no obligation.
Ready for strategy that actually moves the needle?
Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently, no pressure.








