Business Owners

The dream of owning a business brings tremendous rewards. Unfortunately, it also includes some distinct risks. CrossleyShear’s advisor team will work by your side to help provide customized strategies that seamlessly integrate the intertwined personal and business financial planning crucial for any business owner. Through our services and consultative approach, our goal is to help you plan for today, but with clear vision of tomorrow, so you can focus on making your business thrive.

Here are several services we offer to emerging and established businesses:

  • Investment Management
  • Risk Management
  • Tax Planning
  • Exploring Financing Alternatives
  • Managing Liquidity
  • Goal Planning
  • Business Continuity and Succession Planning
  • Executive Compensation Plans
  • Retirement Planning

CrossleyShear will partner with your tax and legal professionals to develop and monitor all aspects of your business plan, providing ongoing strategies for your ever-changing business. We’ll also assess your risks and provide recommendations to prepare you against the unexpected, such as if you are ever unable to work.

With continued growth and profitability, financial matters become more complex and you can count on us to provide forward-thinking advice backed by years of experience helping other businesses maintain financial stability.  When you are ready to transition out of business – whether it be selling or appointing a successor – we’ll help you with your decision and develop an executable plan.

How Your Visions are Also Our Passions

The Client: A $100 million business owned by two partners.
The Vision: To take the company public, maximize value, plan for business continuation, minimize personal tax liabilities, preserve assets and consider wealth transfer strategies for future generations.
The Plan: We would assist with securing corporate financing and investment banking opportunities, work with lawyers to develop a buy-sell agreement, recommend insurance to fund the agreement and liability protection, create an asset allocation plan for each owner, and explore trust and estate planning options.

This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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