"Don't think about it as when you are ready to leave, but think about it as when the next generation is ready to lead." ― John Davis
Affordable Help When You Need It
One of our passions is the family owned business with all their challenges and relational complexities. We find that the greatest challenge may not even be financial but relational and this is why so few of such businesses survive to the third or fourth generation.
Our services are designed to help the family business owner overcome these challenges through both our services and a network of providers who can add value under our watchful eye. We have extensive experience with helping businesses prepare to realize their full value and potential through prudent business and financial planning process that includes not only analyzing and mitigating organizational risks but planning for the business owner's own personal financial goals outside the business.
We can also assist the business owner in structuring the business transition to improve the chances of the next generation's success while also extracting value for the transitioning business owner. Alternatively, we can help the business owner ready the business for sale or merger.
Unlike our competitors, our services are primarily retainer based and very affordable. We will provide as much or as little support as you need. We also realize those needs ebb and flow through time and we are there to help as needed.
Typical Family Owned Business Services
Buy / sell insurance planning and funding;
Key person(s) coverage;
Non-qualified retirement plans such as SERPs, Section 162 Bonus Plans and more;
Business projections and capital structure development;
Limited capital formation;
Corporate retirement plans;
Facilitating family meetings;
Temporary CFO services;
Fees vary from negotiated retainers to commissions on insurance solutions.
InTrust Advisors only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Follow-up and individualized responses to persons that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.