FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Business Planning

Helping business owners monetize, transfer, and continue their small business

Providing guidance for life's next steps

Providing guidance for life's next steps

You've worked your entire life to build your business. We have the experience to help you protect it and transfer it. Specializing in helping individuals organize, transfer, continue, and sell their life's passion is what we do. We’ll work with your team (or help develop a team) of professionals to plan and organize documents, to protect you and your family.

Some questions to consider:

  • What's my business worth?
  • How do I value my business?
  • Must I have the same value for every triggering event?
  • What about valuation discounts?
  • Can I control who owns my company in the future?
  • How does a sale or transfer of my business integrate with my personal estate and retirement plan?
We care strongly for the men and women in agriculture. Our advisors have the experience and knowledge to assist farmers and agri-businesses with whatever their financial and business goals may be. Our financial expertise can help you with:

Helping businesses and their teams plan for

  • Death
  • Disability
  • Departure (voluntary or involuntary)
  • Divorce
  • Change of control

Planning ideas and options for:

  • Key employees
  • Owners
  • Partners
  • Future partners