Business Services

If you own a business, the challenges of growing, protecting, and, ultimately, transitioning and monetizing your ownership equity will need to be an essential part of your financial planning. At Janney, we employ a holistic approach to managing wealth—aligning the needs of your business with the personal wealth needs of your family—all with an ever-vigilant eye on managing risk across your entire wealth picture.



Only 19% of family businesses transition to second-generation leadership.*


*Harvard Business Review, How to Prepare the Next Generation to Run the Family Business, September 27, 2022


Your Business Retirement Plan

Your Janney Financial Advisor can work with our retirement plan services team to deliver innovative retirement plan and investment consulting services. We offer customized solutions, practical insights, and access to an abundance of valuable tools and resources.

Business growth, protection, and transition solutions

Your Janney Financial Advisor is committed to understanding both sides of your financial life—the business side as well as the personal wealth side. We can offer unique insights into the challenges and issues facing owners today, along with solutions that align with your best interest and address your most pressing concerns.

Managing your business

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Key person insurance

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Cash flow management

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Monetization strategies (i.e., Employee Stock Ownership Plans)


Selling your business

Amid all the uncertainty that comes with owning a business, there’s one thing that carries a 100% probability. You cannot own your company forever—ultimately selling or transferring the ownership of your business may be one of the most important financial decisions you will make.

We can help you value your business, develop a “go-to-market” plan, create a competitive sale process, help you select buyer(s), structure the transaction, complete the negotiation, and ultimately close the deal.

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Succession/transition planning

Connect Accounts

Business valuations

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Fully-funded partner buy-sell agreements

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Inheritance equalization strategies

 

 

 

 

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

Find a Financial Advisor 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC