Business Planning

If you own a business, the equity you’ve built up might be your largest personal asset. It’s an essential part of your total wealth picture—one that requires careful planning, from cash management, to business succession and transition.


Only one-third of US family businesses have a robust, documented and communicated business succession plan in place.*


*GlobeNewswire. “Succession Planning for Business Owners: More Important Than Ever.” 12/30/21.

 

Things to consider

We understand that the day-to-day demands of running a business can be all consuming. Often, there’s little time left over to think strategically about the intersection of your business and personal wealth, but we’re here to help.


A pie chart with three sections

Fuel your growth

Whether you need access to short-term liquidity or help financing the expansion of your business, we can help identify solutions fit for your needs.

A safe

Protect your future

Without sufficient key man, disability, and life insurance, your business could be at risk.

Two people networking

Attract and retain talent

Looking for a better, more comprehensive retirement plan solution to attract and retain employees?

Checklist and a pen

Plan your exit

We can work with you to value your business and create a succession plan that enables your business to endure.

 

What to ask your Janney Financial Advisor

  • How can I begin to separate my personal wealth from my business without adversely affecting our business finances?
  • Is there a better retirement plan option for my employees?
  • What’s the best way to fund the buy-sell agreement I have with my partner?

 

 

 

 

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.

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Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC