Carl Guzman

Services Provided

I am a CPA, Certified Exit Planning Advisor (CEPA), and Licensed Real Estate Broker who helps business owners and entrepreneurs align their personal, financial, and business goals so that they can maximize company value.
? Customized mortgage and business financing for self-employed clients
? Commercial real estate sales, sale-leasebacks, expansion, and investment strategies
? Business exit planning to increase value and prepare for a successful sale
? Succession and retirement planning
? Whether you're scaling your business, planning a transition, or preparing to retire with peace of mind — let's connect.

Areas Served