Business Owners
Since your company is one of your most important assets, the Trevisan Bearce Group works with you to offer the right products and services to help increase you chances for business success. The team provides trusted advice and guidance to address many of your business questions and situations that arise:
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What role does my business play in my overall wealth plan?
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What options are available for short-term and long-term cash flow and cash management?
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How do I manage my restricted/concentrated equity ownership position in the company?
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What are the options available for offering a qualified or non-qualified employer sponsored retirement plan?
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How do I value my business for a sale or transfer, and how will that affect my retirement plan?