A Dedicated Financial Advisor for Your Business
Whether you’re running a successful business or exploring an exit, there are endless benefits to partnering with MPPL’s team of experts to help you maximize your opportunity and focus on what you do best.
A Partner for Running the Business
The MPPL Financial Business Solutions team is committed to supporting the financial health of your business in a myriad of 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 act as a partner for running your business in several ways:
- Corporate retirement plans: Design and management
- Group insurance benefits
- Key person planning
- Executive benefit planning
A Partner for Your Executive Team
Our services extend to helping the executive team optimize their personal wealth. We provide comprehensive wealth management for you and your executive team that encompasses
- Tax planning
- Retirement planning
- Investment management
- Estate planning
- Charitable planning
- Ongoing insurance reviews
- Coordination with your tax and legal advisors
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
Perspectives To Prosper
We meet you where you are in your financial journey, providing insights that encompass topics from the simple to the complex.
