Wealth management for business owners

Whether your privately held business is just hitting its stride or potentially ready for transfer of ownership, we can help you meet the specific needs of your business while achieving your personal financial goals.

As a business owner, you can count on us as a trusted advisor to help you

  • Evaluate and understand the ramifications of all important financial decisions during the life of your business
  • Establish and manage your company’s retirement plan
  • Provide ongoing comprehensive wealth management solutions that align with your goals, values, and priorities in order to ensure your family is well cared for today and in the future

Guidance for a transfer of business ownership

If you’re considering a future sale or internal transfer of ownership of your business, expect us to

  • Help you envision your life after a liquidity event so that you can make an informed decision about whether a transition ownership is right for you
  • Identify and evaluate the types of liquidity events that will meet your future cash flow needs, as well as your goals for creating a lasting legacy
  • Coordinate various pre-sale planning activities, such as coordination of independent third-party valuations, if you decide to pursue a sale or internal transfer of ownership
  • Act as the financial quarterback during the sales process so that you maximize the value of the liquidity event in a tax-efficient manner

Post-sale, our team of experts will work closely with you and your family to manage your wealth in a thoughtful and disciplined manner after this life-changing liquidity event and solidify your legacy.

We welcome an opportunity to begin a confidential discussion about your situation.