Wealth Management

Defer, Reduce, Eliminate Capital Gain Taxes or 1031 Transfers
Greg Reese
Deferred Sales Trusts
Reef Point LLC
DST Trustee/Administrator
Toll Free: 866-867-8633
Direct: 714-581-5376
greg@reefpointusa.com

Preferred Lenders

Thomas Meyer, VP
Centrust Bank, Northbrook, IL
847-899-3793
tmeyer@centrustbank.com

Jeff Katz
Vice President – Small Business Lending
904-521-8037
jeff.katz@liveoak.bank

Stan Lamb
Senior Vice President
SBA Financial Advisor
Pinnacle Financial Partners
15025 Ballancroft Parkway
Charlotte, NC 28277
803-984-4121 (cell)
stan.lamb@pnfp.com

Certified Business Valuation

Gulf Coast Valuations
www.gvalue.com
813-258-1668

Market Trends

The IBBA 2023 Q4 Market Trends Report
Download PDF File Here

Statistics of Small-Medium Size Businesses
www.census.gov/programs-surveys/susb.html

Preparing Your Business for Sale
www.inc.com/mike-handelsman/preparing-your-business-pre-sale-to-do-list.html

Legal Referrals

Mark S. Thomas
FLORIDA BAR BOARD CERTIFIED IN HEALTH LAW THOMAS HEALTH LAW GROUP, PA mark@thomashlg.com
www.thomashealthlaw.com
352-317-3012 (mobile)

Tom Haught
Gardi & Haught, Schaumburg, IL
847-944-9400
thaught@gardilaw.com

Douglas A. Hanson
Kelleher + Holland, LLC
102 S. Wynstone Park Drive
North Barrington, IL 60010
847‑852‑1169
dhanson@kelleherholland.com

SBA Newsletter

SBA Newsroom Report
www.sba.gov/about-sba/sba-newsroom

SBA Updates
www.sba.gov/updates