Business Planning

If you own a business, the equity you’ve built up might be your largest personal asset. It’s an essential part of your total wealth picture—one that requires careful planning, from cash management, to business succession and transition.


Only one-third of US family businesses have a robust, documented and communicated business succession plan in place.*


*GlobeNewswire. “Succession Planning for Business Owners: More Important Than Ever.” 12/30/21.

 

Things to consider

We understand that the day-to-day demands of running a business can be all consuming. Often, there’s little time left over to think strategically about the intersection of your business and personal wealth, but we’re here to help.


A pie chart with three sections

Fuel your growth

Whether you need access to short-term liquidity or help financing the expansion of your business, we can help identify solutions fit for your needs.

A safe

Protect your future

Without sufficient key man, disability, and life insurance, your business could be at risk.

Two people networking

Attract and retain talent

Looking for a better, more comprehensive retirement plan solution to attract and retain employees?

Checklist and a pen

Plan your exit

We can work with you to value your business and create a succession plan that enables your business to endure.

 

What to ask your Janney Financial Advisor

  • How can I begin to separate my personal wealth from my business without adversely affecting our business finances?
  • Is there a better retirement plan option for my employees?
  • What’s the best way to fund the buy-sell agreement I have with my partner?

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Talk to a Janney Financial Advisor

You don’t have to navigate your financial journey alone. Wherever you are today, a Janney Financial Advisor can help you create a personalized plan aligned with your goals, priorities, and evolving needs. With thoughtful guidance and strategies tailored to your unique circumstances, we’ll work with you to build a plan designed to help you Plan for More™ — today and in the years ahead.


Connect with an Advisor 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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