Business owners and entrepreneurs

We know about building a business, the personal investment, commitment and emotion of the journey. While most advisors talk about valuation, we have lived it. Our founder built a company to a $240 million valuation in 29 months, and Tesla offered to acquire it. Thus, when you speak with our founder, you benefit from his personal experience of raising capital, and exits. Few understand it as well as we do, and through our affiliated broker-dealer, we can introduce you to a team that can advise, structure and create a market for your business when the time is right. As your financial guide, we help you further your own success by helping you understand how to maximize value from your business.

While you have honed the skills necessary to prosper in your marketplace, we help you see all sides of the bigger picture – from the transaction to important things like passing on a legacy to your family and helping to ensure your workers have options for retirement planning. Our approach cuts through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue your goals – personally and professionally. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs.

Services include:

  • Business sales and valuations
  • Retirement plans
  • Personalized wealth & investment management for business owners
  • Risk management
  • Banking & lending solutions
  • Insurance & annuities
  • Estate planning
  • Charitable giving
  • Cash management