Contact Broker
Boca Raton, Florida
About the Company
Broker Biography
Introduction
Brandi Lobato is the Broker and Founder of Cornerstone 360 Brokers. With over a decade of experience, Brandi has built her career on a foundation of integrity and a commitment to providing the highest level of fiduciary care to small business owners.
What sets Brandi apart from traditional brokers is her designation as a Certified Financial Planner (CFP®). While most brokers focus solely on the "closing," Brandi uses her deep financial expertise to address the complex tax, estate, and risk mitigation strategies that are critical during a business transfer.
Services Provided
Cornerstone 360 Brokers provides concierge-level service for "Main Street" and lower middle-market businesses. Our holistic approach includes:
• Business Sales & Strategic Acquisitions: Facilitating seamless transitions for owners and buyers.
• Certified Valuation Services: Providing a real-market analysis to understand your business's true worth.
• Exit & Transition Planning: Helping owners prepare both their business and their personal finances for a sale.
• Post-Sale Wealth Management: Ensuring your net proceeds are managed to support your ideal lifestyle.
Areas Served
Licensed In
- Florida — License number BK3569200
Business For Sale Listings
Cash Flow: $550,000
Palm Beach Co., FL
View Details Profitable & Growing 30+ year Landscaping Company For Sale
Rare opportunity to acquire a profitable, well-established, family-operated lawn and landscaping company serving South Florida for 30+ years. The company has a strong reputation, recognizable branding, commercial-grade equipment, experienced crews, and a diversified mix of recurring residential and commercial customers.The business has experienced significant growth since the founder’s son took over operations approximately five years ago. Services include landscaping installation and maintenance, tree trimming, fertilizing, sprinkler maintenance, and related outdoor services. Revenue is approximately 50% residential and 50% commercial, with no major customer concentration. The owner currently handles estimating, phone calls, and field operations, and is willing to stay on and continue running the business, offering a buyer valuable continuity and a smoother Less
Cash Flow: $364,000
Broward Co., FL
View Details Profitable & Growing 35+ year Medical Supply Company For Sale
Owners retiring, highly profitable and well-established medical supply business with a very good reputation for reliability, affordability and quality of service. Strong Revenue Growth recently. The business can grow even more through the addition of ecommerce. To protect their legacy, the retiring owners are committed to the buyer’s success and are willing to stay on for up to three years to ensure a seamless transition. This business offers a defensive business model and strong barrier to entry through its recurring contracts with health insurance carriers such as Humana, Cigna, and Medicare that are extremely difficult—often impossible—for new competitors to secure, creating a powerful competitive advantage. Less
