Business Owners

Services for business owners

The Corient Business Team was established to support the unique wealth needs of business owners and entrepreneurs. We have extensive experience helping business owners and entrepreneurs like you to proactively identify, think through, and plan for both the known and unknown today and tomorrow—to help you successfully grow, scale and sell your business.

By utilizing the collective wisdom of our nationwide network of advisors and industry experts, Corient can help:

Business owners to design and execute every aspect of their plan
Ensure your deal is aligned with your financial and life goals
Your estate plans keep up with your evolving wealth and tax needs

Services at-a-glance

Investment Management

We custom-build investment portfolios—taking an individual approach based on your circumstances, goals, values, tax situation, planning needs and investment preferences.

Wealth Planning

We create a comprehensive financial strategy designed to manage risk across your financial life, help you protect and grow wealth, mitigate tax where appropriate, and plan for retirement.

Family Office Services

We provide the advice, strategy and holistic or single services to manage your wealth from a 360-degree perspective.

Pre-Transaction Planning

Prepare for the tax-efficient structure, execution and closing phases of your sale with guidance from our seasoned tax professionals every step of the way.

Investment Management

We custom-build investment portfolios—taking an individual approach based on your circumstances, goals, values, tax situation, planning needs and investment preferences.

Wealth Planning

We create a comprehensive financial strategy designed to manage risk across your financial life, help you protect and grow wealth, mitigate tax where appropriate, and plan for retirement.

Family Office Services

We provide the advice, strategy and holistic or single services to manage your wealth from a 360-degree perspective.

Pre-Transaction Planning

Prepare for the tax-efficient structure, execution and closing phases of your sale with guidance from our seasoned tax professionals every step of the way.

How we help clients throughout the business lifecycle

We use a collaborative approach to help you plan for the distinct stages of your business’s lifecycle.

Ramping up

Who has ownership and how do business decisions get made?
What may be the best options for capitalizing your business?
What will you do today to start minimizing your taxes tomorrow?
What insurance strategies may work best to protect your business?
How and when should you fund capital expenditures?

Growing

What are you doing to maximize your Qualified Business Income Deductions?
Does your depreciation schedule need to be cleaned up?
Should you update your buy-sell agreement with a current valuation?
Are you using income or wealth to fund your lifestyle?
What kind of options exist for mitigating taxes in the event of a sale?

Getting ready for the transaction

What terms and flows may make the most sense and how will the deal be taxed?
What type of transaction may work best for your company’s goals? For your personal goals?
How can you avoid typical issues with pre-deal structures?
Do you want to retain or roll over any of your ownership?
What’s the deal going to be worth and when will you receive your payments?

Life after the deal

How will you transition from business owner to investor?
What will your lifestyle cost and what is the marginal utility of your dollars?
How will you determine how much wealth is too much for your family?
How will you manage potential judgment and expectations as your wealth becomes public?
How will you manage the financial and emotional impact of your deal?

Corient may engage with other professionals for planning topics pertaining to Business Advisory, Insurance Services, Legal Services, and Real Estate. Services provided by other professionals are not typically included in the scope of the Client’s investment management engagement. Such professional services may result in additional expenses paid to the professional directly.

Family office services, such as tax preparation and bill pay services, are exclusively provided by Corient Solutions, LLC (“Family Office Services”), an affiliate of Corient. Family Office Services is not a registered investment adviser or accounting firm and does not offer or provide investment or accounting advice or services.