Business Owners investing

Business
Owners

Services for Business Owners

Gerstein Fisher understands that when you own a business, your life’s work is also a key component of your personal financial picture. That’s why our approach to working with business owners ensures connectedness between the two.

The specialized services we offer to our business owner clients include:

 

  • Analysis of business tax documents
  • Consultation on real estate transactions
  • Assistance with setting up, managing and administering employee benefit plans
  • Positioning the company for sale or transition
  • Business analysis and valuation
  • Ownership transfer
  • Business continuity planning

In addition, we work with our extensive network of strategic partners to offer assistance in areas such as:

  • Systems/technology consulting
  • Marketing strategy
  • Executive coaching

Gerstein Fisher’s tailored planning and investing strategies integrate your business with your personal finances—from incorporating the business into an estate plan to coordinating your personal and business taxes.

Perhaps the greatest testament to our understanding of the unique challenges of business owners is Gregg S. Fisher’s own experience founding, building and leading our firm. Gregg is actively involved with Vistage International, an organization that specializes in executive leadership development and CEO coaching. Gregg frequently speaks to local Vistage groups and participates in coaching on behalf of the organization. He is also a member of the Young Presidents’ Organization (YPO), a global non-profit organization made up of company leaders from 100 countries.

To learn more about how we can help your business, contact us.

Or Call us at
(800) 473-1155

 

Case Study

Diversifying Risk

A business owner wasn’t aware of the level of financial risk he was incurring when his business was factored into his total financial picture. We helped him understand this risk—and mitigate it.

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