When the Deal Matters,
Clarity Changes Everything
Sarasota Advisor delivers institutional-grade due diligence and strategic counsel to business owners navigating acquisitions, private investments, and ownership transitions — without the overhead of a large firm.
Acquisition Due Diligence
Comprehensive financial, operational, and strategic review of target companies — uncovering risk before it becomes liability.
Investment Advisory
Objective guidance for private equity placement, partnership structures, and capital decisions aligned with your long-term wealth goals.
Strategic Exit Planning
Position your business for maximum value. From valuation readiness to buyer identification and negotiation support.
Who We Serve
- Business owners contemplating a sale or succession in the next 1–5 years
- Entrepreneurs seeking to acquire an existing business in the Sarasota–Manatee market
- Private investors evaluating operating company opportunities
- Family-owned businesses navigating first-generation exits
- Organizations requiring independent due diligence for board or lender confidence
Our Engagement Process
Discovery Consultation
Confidential assessment of your objectives, timeline, and transaction complexity.
Scope & Proposal
Tailored engagement scope with clear deliverables, milestones, and fee structure.
Deep Investigation
Financial review, market analysis, risk mapping, and stakeholder interviews.
Advisory Report & Counsel
Clear findings with actionable recommendations and ongoing strategic support.
Referred by Influence Integration: As a strategic partner, Influence Integration identifies when a client's growth or transition needs exceed operational consulting. In those moments, we introduce Sarasota Advisor — ensuring our clients receive senior-level transaction counsel calibrated to the complexity of their deal, not just a referral to a generalist.