Wealth Management for Business Owners

Executive Guide To Making the Right Compensation Decisions, Navigate

Personal & Business Wealth Management Solutions

Disciplined Valuation Process

To help secure offers from high-quality companies.

Independent, Defensible Business Valuations

For tax reporting and compliance.

Financial Reporting Standards Advice

Personal Wealth Management

Sell-Side Investment Banking

Including confidential marketing, dealmaking, due diligence and closing*.

Accounting and Finance Experience

Retirement Plan Design

To help you implement tax-efficient investing strategies and to help yourself and your associates achieve retirement readiness.

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.

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

*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.

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