Legal • cepa • CO-FOUNDER
Kelly
Sturmthal
Attorney, Advisor & Advocate for Business Owners
University of Miami School of Law graduate. Florida attorney with a finance degree from UCF. CEPA. Owner of an estate planning and concierge law firm for over 25 years. BOC Co-Founder.
About Kelly Sturmthal
As a graduate from The University of Miami School of Law and a Florida attorney with a finance degree from UCF, Kelly Sturmthal is the resident expert in creating strategic family and business plans to protect and prosper. With an altruistic mindset, she owns several businesses that allow her to positively impact her community.
As the owner of an estate planning, business planning, and concierge law firm for over 25 years, and as a Certified Exit Planning Advisor, Kelly's expertise spans the areas of estate planning, growth and exit business planning, finance, banking, real estate, consulting, law office partnerships, family business ownership, and practical plans for protecting a family's legacy.
Military Family Background
Personally, Kelly has been a military wife for over 30 years. Her husband served as an Air Force officer and fighter pilot for over 28 years. Both of her sons are committed to the military and aerospace defense industries, giving her a deep understanding of the sacrifices made by US military families.
Professional Leadership & Publications
Professionally, Kelly has founded several law firms and presented at the National Business Institute (NBI), Lawline, the Florida Bar, the American Bar Association. She co-authored the book Law Office on A Laptop. She also owns several businesses, including Step Out Strategies and Think Local Military, a business that promotes patriotism and supports military families.
Certifications & Expertise
As a Certified Exit Planning Advisor (CEPA), Certified Entrepreneurship and Business Life Consultant, and Myers Briggs Alignment and Natural Skills Consultant, Kelly combines professional knowledge and practical insight to protect and prosper you, your family and your business.
Community Leadership
Kelly's extensive experience includes numerous leadership positions, including:
PTO President — children's elementary school for over 7 years
Member and President — Jupiter High School Boosters Board
President — Stuart/Jupiter Tri Delta Sorority Alumnae Group
Leader of several business owner groups over the last twenty-five years
Speaking Topics
As a speaker for various organizations and local businesses, Kelly covers topics including:
Protecting Your Family and Protecting Your Business
Growth & Exit Planning
Blessed Business Women
Iron Sharpens Iron
What is a Profitable Lawyer?
Back To Basics · What Are Your Roles?
The Significant Seven
AREAS OF EXPERTISE
Exit & Succession Planning
CEPA-certified exit strategy for business owners
Estate Planning
Family legacy protection and trust structuring
Business Law
Concierge legal - 25+ years in practice
Family Business Ownership
Multi-generational planning and succession
Banking & Real Estate
Finance and property structuring
CAREER HIGHLIGHTS
BOC Founder
Since 2008
Law Firm Owner
25+ years in practice
Published Author
Law Office on a Laptop
Think Local Military
Owner & Military Community Advocate
National Speaker
NBI, Florida Bar, American Bar Association
Connect with Kelly
Hearing a family's story is Kelly's favorite part of her business. Connect with her on Instagram at @KellyEsqU or @ThinkLocalMilitary, on Facebook at KellyEsq and KellyEsqU, and on LinkedIn — Kelly Sturmthal.
Ready to work with Kelly?
Schedule a free consultation and speak directly with Kelly about your exit planning goals.
OUR TEAM
The People Behind Every Successful Exit.
WEALTH MANAGMENT
Glen Turner
Eagle Harbor Advisors
Forbes Top Wealth Advisor specializing in retirement planning, exit strategy, and complex wealth management for business owners and high-net-worth individuals.
FULL BIO ➞
M&A • DEAL MAKER
Jeff Weiss
Sellside Group
25+ years closing high-stakes M&A transactions across private equity, middle-market, and founder-owned businesses. Strategist and closer in equal measure.
FULL BIO ➞
TAX • CPA
Luke Haggerty
James, Surman & Goldberg
CPA specializing in tax compliance, business combinations, and income tax strategy for middle-market businesses and private equity-owned enterprises.
FULL BIO ➞