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.