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Who We Serve

Small Business Owners

Guiding Pre-Retirees Through Their Unique Journeys

At Mendoza Private Wealth, we specialize in supporting small business owners in Miami and across South Florida, with a particular focus on guiding pre-retirees through their unique financial journeys.

These businesses often feature small teams with significant income disparities between partners and other employees, requiring tailored financial strategies.

Our Expertise

Our expertise spans managing your business and personal assets in an integrated manner for maximum tax efficiency.
Small Medical Practices
Small Law Firms
Insurance Agencies
All our dreams can come true, if we have the courage to pursue them.
—Walt Disney

How We Can Help

Custom Retirement Plans for Small Business Owners

For business owners looking to accelerate their retirement savings, we design and implement custom retirement plans, including:
  • Individual or Group 401(k) plans
  • SEP & Simple IRAs
  • Cash-Balance defined benefit plans

These plans help our clients reduce their income tax burden and maximize their retirement savings during their peak earning years. Retirement plan assets are also protected from creditors and lawsuits in states like Florida.

Succession Planning Guidance

For those small business owners needing help with succession and continuity planning, we guide you through the complex process of selling your business:

  • Assistance in valuation
  • Income stream structuring
  • Buy-sell agreements
  • Optimize tax outcomes for your business exit liquidity event
  • Transitioning from business ownership to retirement

Bridging Business and Personal Financial Goals

Whether you’re looking to maximize your retirement savings or planning your exit strategy, we provide comprehensive financial planning that bridges your business and personal financial goals. Our focus is on supporting you through every stage of your business ownership journey into retirement.

Start Your Path Toward Financial Self-Discovery

Book a Fit Meeting today and let’s explore how we might work together. It’s a no-obligation way to see if we’re the right fit for your financial journey.

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MENDOZA PRIVATE WEALTH, INC. (“MENDOZA PRIVATE WEALTH”) is a Registered Investment Advisor registered in the state of Florida. MENDOZA PRIVATE WEALTH provides asset management and related services for clients nationally. MENDOZA PRIVATE WEALTH will file and maintain all applicable registrations as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. MENDOZA PRIVATE WEALTH renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This web site is intended to provide general information about MENDOZA PRIVATE WEALTH. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Click here to read more.

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