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Business Owners

Your Hilliard Lyons Wealth Advisor can help you create a customized wealth management strategy that aligns with your big picture objectives.

As a business owner, your personal journey is intertwined with the story of your business. Since the moment you began to where you are today, your vision and determination have been the key elements to your success. And it’s these same qualities that have helped you through the challenges you’ve faced along the way.

Your Wealth Advisor can help you explore solutions that address concerns about your business and offer guidance on making the right decisions about your company’s future. From retirement plans and insurance strategies, to planning your transition to a new owner, your advisor will deliver a simplified solution tailored to your needs.

Whether you own a family business, startup, or a complex organization, your Wealth Advisor works in collaboration with our team of Hilliard Lyons investment banking and retirement plan professionals to create a financial roadmap that makes sense for you and your organization and prepares you for the next chapter.

Personalized Wealth Management for Business Owners

Drawing on the expertise of our investment banking and retirement plan professionals, your Wealth Advisor can help you prepare for the next stage of your personal and professional journey.

Retirement Plan Solutions

Drawing on the expertise of Hilliard Lyons' team of retirement planning professionals, your Wealth Advisor will help you assess your company’s retirement plan needs, then offer tailored, flexible solutions that meet the goals of your employees and your business. As part of this relationship, your advisor also provides ongoing education, support, and consultation after your plan is established to deliver additional retirement solutions when the need arises.

As your advocate, our job is to explore and look out for the interests of trustees, administrators and its employees throughout the life of the plan. Leverage experience, knowledge, and resources to implement and manage a company benefit that is worth talking about. 

Trusted Solutions To Drive Your Business Forward

Your business is your greatest asset. Your Wealth Advisor, working closely with Hilliard Lyons Investment Banking, can help you design and execute innovative strategies that help your business reach its next stage of growth – and when you’re ready, prepare you for the next chapter of your life.

Mergers & Acquisitions

Whether you’re positioned on the buy-side or sell-side, our Investment Banking experts deliver the strategic advice and practical solutions to help your M&A transaction run smoothly, regardless of its scope or complexity. 

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Capital Raising

When your growing business needs to raise capital, our Investment Banking professionals can help you explore innovative financing alternatives, in both public and private markets.

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Business Valuation

To help you produce a valuation that supports your business objectives, our experienced and credentialed valuation professionals will deliver an accurate, in-depth analysis of your company’s value using the latest approaches and cutting-edge tools.

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Transition Planning

When you’re ready to transition your business to new ownership or to the next generation, the Hilliard Lyons Investment Banking team can help you develop a comprehensive and detailed exit plan that creates long-term financial security for you and your family and preserves your business legacy.

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Discover how we can help you plan for the future of your business.

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