Business Owners

Business Owners

  • Very involved in day-to-day operations of the businesses
  • Targeting a comprehensive succession plan for the management team and the family
  • Devoted to supporting and giving back to the community
  • Values creativity and innovation—in keeping with the entrepreneurial spirit
  • Expects personal finances to be overseen and managed like the business asset
  • Needs a risk management plan that protects what has been achieved with hard work
  • Requires liquidity to provide for future tax liabilities