You’re a leader, a visionary, an innovator who built a business into a success. Your business is a huge part of your life and your net worth. And you know that there’s rarely a clear-cut line between your personal finances and your business’ balance sheet.

We understand business planning is not that different from personal financial planning – daily management, balancing investments and risk, and planning for the future. It is about setting goals, employing the right strategies and tools to achieve them, and ultimately realizing the value that you’ve created.

You’ve worked hard to build your business. Let us help you along the way.

Investing for Growth

With access to a full slate of capital markets and investment banking capabilities ...

You will be able to take advantage of guidance you may need to grow your business. We can help develop a strategy to raise capital through mezzanine financing, accessing private equity capital or even taking your company public.

And like investing your personal income for retirement, we can help you invest the excess cash within your business to put it to better use and help generate higher returns.

Managing your Cash

Cash flow is one of the most crucial aspects of any business.

You need to manage cash for daily operating expenses, expansion and capital improvements. Understanding all of your financing options – from small business loans and lines of credit to accessing the capital markets – is key to helping address your cash flow needs.

We can work with you to provide recommendations designed to help achieve your cash flow goals.

Passing it On

While you’re working to make your business successful, don’t forget about planning for your eventual transition.

For business owners like yourself, chances are the business represents a significant portion of your net worth and ultimately your retirement plan. We will work with your team of professionals to ensure a smooth transition of your business, whether through succession or sale, for the benefit of future generations.

And in planning ahead, we’ll help you think about every potential obstacle that could occur and make sure you are covered for a smooth transition.

Protecting Your Business

When running a business there is always an element of risk.

For most business owners, a large part of managing that risk involves having the right insurance coverages. This could mean health insurance and retirement plans for your employees’ well-being and retention; key person insurance so your business will survive should an essential employee die prior to retirement; and disability insurance to provide income if you become unable to work.

We will be your partner behind the scenes, ensuring you understand your options and offering guidance not only on the financial aspects of your business, but protecting your interests too.

Alongside other professionals such as your tax professional, investment banker and attorney, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business.