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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: $364,000
Broward Co., FL
View Details Profitable & Growing 35+ year Medical Supply Company For Sale
Highly reputable and well-established medical supply business for sale. 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. The business is experiencing strong growth, with significant upside through further expansion. Additionally, it holds insurance carrier contracts that are extremely difficult—often impossible—for new competitors to secure, creating a powerful competitive advantage. Less
