Closely-Held Business Owner

Allied business group can help a business owner account for their company in their wealth plan 

Helping You Along Your Journey.

Often small business owners need to consider the valuation of their company in their overall assets when creating a wealth plan. Or, maybe you are thinking of retiring and transitioning the ownership of your company. Or, perhaps you need to consider what will happen to your company upon your death. 

With our holistic wealth advice, we have all of the expertise in-house to navigate around obstacles you may encounter. Your wealth team will create a plan that includes creating or evaluating your trust and estate, and considering your liquid assets now and in the future.

Plus, with our partner firm Allied Business Group, we have the expertise around business valuation and forensics, investment banking and business advisory

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Allied Business Group