Business Owners

We recognize that your business is probably your largest and most important asset. We take a full "balance sheet" approach to both your business and personal financial needs. Business owners often come to us with one or more of the following issues:

  • How do I manage my restricted/concentrated equity ownership positions in the company?
  • How do I handle the liability management needs for both company and myself?
  • How do I set up a business succession/exit plan for my business?
  • Assistance with trust and estate planning strategies.
  • What strategies are available for exiting my business?
  • I'd like to get another opinion of my current wealth plan.
  • Does our company have the resources to grow?
  • Retain and reward key employees and executives.