Dedicated Financial Advisors for Business Owners
Business owners face complex financial decisions that impact both their company and personal wealth. MPPL provides comprehensive guidance to help you strengthen your business, support key employees, integrate business and personal financial strategies, and prepare for a successful transition.
A Partner for Running the Business
The MPPL Financial Business Solutions team is committed to supporting the financial health of your business in ways that position you and your business for the future you choose. Whether you’re a small, single-owner business with modest annual sales, or an owner of multiple large companies, we offer support in areas that include:
- Treasury and Asset Management Services: Making the most of your business’ cash
- Corporate retirement plans: Design and management
- Group insurance benefits
- Key person planning
- Executive benefit planning
A Financial Partner for Your Executive Team
As an independent fiduciary firm, MPPL provides personalized financial planning and investment management strategies designed to align your wealth with your goals, manage complexity, and help you make informed decisions throughout every stage of your financial journey.
For more complex situations, MPPL takes a collaborative approach, bringing together the right expertise to address the many dimensions of your financial life. Through our advisory team model, we have a network of specialists and bring in the right expertise at the right time, helping ensure complex financial decisions are evaluated from every perspective.
A Partner for Business Succession or Sale
In our experience, the most successful exit plans start with thoughtful strategic planning years in advance of a liquidity event. We help business owners optimize the value of their business and understand how its value impacts their long-term wealth objectives. This information is critical to ensure you can continue your desired lifestyle after the sale and should be completed before you begin the negotiations for any sale of your business.
During the sales process, we analyze the financial tradeoffs between various alternative values of your business to support informed discussions with tax and legal advisors. We also coordinate with your advisory team to align financial strategies.
Post-sale, we develop and implement an investment plan for the net proceeds, tailored to your goals, values, and priorities.
Business exit planning services
- Business valuation support
- Exit and succession planning, including deal structuring
- Comprehensive financial and tax planning
- Wealth management post liquidity event
Frequently Asked Questions
Business owners are one of MPPL’s ideal client groups, and we understand the unique opportunities and challenges that come with owning a business. As an independent fiduciary firm, MPPL provides objective guidance designed around your best interests. We combine comprehensive financial planning, investment management expertise, and a collaborative advisory team approach to help align your business decisions with your personal financial goals and long-term vision.
Business owners often have complex financial decisions that extend beyond their company. MPPL provides comprehensive financial planning and investment management strategies designed to help align your business decisions with your personal wealth goals. We help you navigate areas such as retirement planning, tax strategies, investment management, estate planning, and preparing for future transitions.
Complex financial decisions often require multiple perspectives. Through our advisory team model, MPPL brings together the right expertise to address the unique challenges facing business owners and executives. We have access to a network of specialists and can bring in professionals with expertise in areas such as tax, estate planning, business planning, and other specialized needs when appropriate. We also collaborate with your existing trusted advisors to help ensure your financial strategies are aligned.
Yes. A successful business transition often begins years before a sale or succession event. MPPL helps business owners understand how their business value impacts their overall financial picture, evaluate different transition scenarios, coordinate with tax and legal professionals, and develop a wealth management strategy for the proceeds after a liquidity event.
Absolutely. We believe the best outcomes often come from collaboration. MPPL works alongside your existing professional advisors and, when needed, brings in additional specialists to help address complex financial, tax, estate, and business planning considerations. Our role is to help coordinate the strategy so your decisions are aligned with your broader goals.
Yes. While MPPL has offices in Duluth MN; Grand Rapids, MN; Wausau, WI: and Crystal Lake, IL we work with business owners and executives throughout the United States. Through secure virtual meetings and a highly collaborative process, we provide the same personalized financial planning and investment management experience regardless of location.
Perspectives To Prosper
We meet you where you are in your financial journey, providing insights that encompass topics from the simple to the complex.
