Business Owners

Personal & Business Wealth Planning for Entrepreneurs

Personal & Business Wealth Planning for Entrepreneurs

Your advisor will collaborate with in-house teams to provide you with personal wealth management and business strategies designed to complement one another. We know your first priority is your business and making it thrive, that’s why we make you and your finances, whether personal or business, our top priority. Your team may include professionals from Mariner Capital Advisors, retirement plan solutions and our tax group. Together, they offer advice throughout the lifecycle of your business and your life.

We specialize in partnering with business owners on a plan that could include:

Disciplined valuation process for business owners

Disciplined valuation process to help secure offers from high-quality companies

Independent, defensible business valuations for business owners

Independent, defensible business valuations for tax reporting and compliance

Financial reporting standards advice for business owners

Financial reporting standards advice for shareholders, creditors, auditors and regulatory bodies

Sell-side investment banking for business owners

Sell-side investment banking including confidential marketing, dealmaking, due diligence and closing*

Accounting and finance experience for business owners

Accounting and finance experience to help uncover and resolve potential issues

Retirement plan solutions for business owners

Retirement plan solutions to help you implement tax-efficient investing strategies and to help yourself and your associates achieve retirement readiness

Personal wealth management for business owners

Personal wealth management including asset allocation, insurance coverage and estate planning

Tax planning & preparation for business owners

Tax planning & preparation including multi-state strategies, gift and estate tax planning and IRS representation and support, all to address complex personal and business taxes

*Sell side engagements that include an offering of securities may include the engagement of our affiliated broker dealer, MSEC, LLC, and may include additional requirements not detailed herein.

MWA does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.

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