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Business Owners

Financial Services for Business Owners

We understand business owners. We are business owners. Business owners face a wide variety of decisions that impact the lives of their employees, their business, and themselves. Much of your time has been spent building your business and it may very well be your retirement plan. 

In our discussions with business owners we often hear these questions:

  • What benefits should I offer my employees?
  • Which corporate retirement plans are best for my business?
  • What is an Employee Stock Ownership Plan (ESOP)? Do I need to offer one?
  • How should I manage my cash flow?
  • How can I lower my taxes?
  • How do I start to develop a stable succession plan?
  • Should I sell my business?
  • What happens to the business if one of the owners die?
  • What is a 1031 Exchange? How do I benefit?

These are important questions. Patriot Asset Advisors’ financial professionals are ready to assist you in the various aspects of your business. Your success is our success!


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