Supporting Business Owners
Being a business owner means juggling multiple roles and making decisions that impact both your company and your personal life. We recognize the challenges you face, whether you’re launching a startup, scaling for growth, or planning an exit strategy. With over 30 years of experience, we specialize in helping entrepreneurs like you navigate these complexities with confidence and foresight.
We know that your business is not just a source of income but a significant part of your identity and legacy. That’s why we take an integrated approach, connecting every aspect of your financial life, from personal wealth management to the specialized needs that arise throughout the business lifecycle. Through our collaborative team and trusted partners, we aim to deliver customized solutions designed to support your business and your broader financial objectives.
What services do financial advisors provide for business owners?
Financial advisors help business owners align their personal financial plan with the needs of their business. Talk to one of our advisors about creating a strategy tailored to your goals, whether that includes business valuation, succession planning, tax planning, retirement planning, risk management, or estate planning.
What services do business owners need in banking?
Business owners may need banking and lending solutions to support cash flow, business growth, and future transitions. Through Hightower’s Strategic Advisory Network, business owners have access to investment banking capabilities such as capital raises and debt restructuring. Talk to one of our advisors about evaluating these needs within the context of your broader business and personal financial plan.
How does Hightower Signature Wealth partner with the other professionals I work with?
We collaborate with your existing team of professionals, including CPAs, attorneys, and insurance specialists, to help ensure your financial strategies are working together. Talk to our advisors to learn how we can work alongside your existing team of trusted professionals and help keep your financial plan aligned.
How we help business owners
Business Valuation
We assess your business’s value while helping you prepare for future transitions and opportunities.
Tax Planning and Advisory
We work alongside your tax professionals to identify opportunities to reduce your tax burden through proactive, tax-conscious strategies.
Exit & Succession Planning
We work alongside you to develop a succession plan that supports a successful business transition and your personal financial objectives.
Business Banking & Commercial Lending
Leveraging Hightower’s Strategic Advisory Network, we connect business owners with investment banking resources for valuations, capital raises, mergers and acquisitions, and other strategic transactions.
Explore our recent insights
Have questions?
A financial advisor helps business owners connect their personal financial plan with the needs of their business. Depending on your goals, that may include business valuation, succession planning, tax planning, retirement planning, risk management, estate planning, and investment planning. Rather than treating these as separate decisions, your advisor helps ensure they work together within your broader financial strategy.
Business owners should consider hiring a financial advisor as their business grows and financial decisions become more complex. Whether you’re expanding your company, preparing for a future transition, or balancing your personal and business finances, an advisor can help you evaluate opportunities, identify risks, and make more informed decisions with your long-term goals in mind.
As businesses grow and hire, it can be challenging to find different ways to attract and retain talent, especially for smaller businesses who may be competing with larger businesses who have the budget to do so. This can be especially hard when business owners wear several hats and are trying to grow the business but also be sustainable. Our team can help bring clarity to workplace management and hiring so you can focus on the areas that require most of your attention.
Succession planning involves more than deciding who will take over your business. It also includes preparing your company for a successful transition while considering how the transfer or sale could affect your personal finances, retirement, taxes, and estate plan. Working with a financial advisor can help you approach this transition with greater confidence and a plan that supports both your business and your long-term financial future.
Yes. Hightower Signature Wealth advisors serve as fiduciaries, which means they are committed to acting in their clients’ interests when providing investment advice. We offer fee-based advisory services, with fees depending on the services provided and the specifics of your relationship. Your advisor will discuss the applicable fee structure with you so you can understand how you are charged and what services are included.
Fill out the form below to connect with one of our advisors. We’ll learn more about your business, discuss your financial goals, and help determine how our services can support both your business and your long-term financial plan.
