Business Owner Strategies
Achieve your goals, while preserving your wealth
Keeping your business and personal goals aligned requires a comprehensive plan and a strong team. From financing expansions to transitioning out of your business – we offer comprehensive planning, guidance and solutions to meet your unique needs.Find An Advisor
How does your life look like without your business? It starts with a plan.
Transitioning your business
You’ve invested so much of yourself in your business. When it’s time to take it in a new direction, our experienced team can help you find the best way forward, providing expert guidance at every step.
"I'm so grateful to Fifth Third." Susan Linson shares her story.
Preserving wealth — and family harmony.
As a business owner, your life, work and family are connected in so many ways. When you considering your own wealth management plans, you want what’s best for everyone. That’s why it’s important to start a broader conversation with you and your family, coupled with an expert advisory team.
About Employee Stock Ownership Plans
Leaving your business? Keep the doors open with an Employee Stock Ownership Plan. See how it can help employees and you.
Culture is Critical to M&A Success
Beyond merging balance sheets and business processes, successful mergers and acquisitions also build bridges between people.
Personal Wealth Planning for Business Owners
According to an SBA study, business owners are less likely to establish a diversified retirement portfolio than other people since they tend to reinvest cash into their companies.