One of the areas that conventional investment managers have often neglected is the specific needs of business owners.  Operating a business in the current environment has grown increasingly time-consuming, considering the needs to keep up with cash requirements, regulatory issues, industry-specific guidelines, and tax filings.  Through our broker/dealer relationships and network of “key associates,” in other professions, our firm offers services designed specifically for business owners and executive management that can help simplify and centralize cash management, as well as plan for business interest transfers, continuance or dissolution.

In particular, we focus on four specific areas of importance for business owners:

First, Cash Management Services, concentrating on the efficient investment of short- and intermediate-term investments with an emphasis on safety, liquidity and simplicity of management;

Second, Buy/Sell Agreements, often necessary in businesses with two or more owners, to preserve the continuity of ownership if certain events occur;

Third, Asset Protection, such as the establishment of limited partnerships or trusts, which may protect the ownership of certain assets;

Fourth, Business Transition Planning, to assist with business valuation, continuity, transition and sale.