Business Owner Services & Solutions

Tailored Strategies for Your Business’s Core Needs

Business Owner Services and Solutions is a suite of resources built to support Hightower advisors to address the needs of business owners, executives of private companies, and commercial real estate owners.

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Business Valuation Services
Business Valuation Services consist of an Online Valuation Platform and Certified Valuation Services which address a wide spectrum of business owner needs, including financial planning, protecting their legacy, and constructing an exit plan.

Strategic Advisory Network
Strategic Advisory Network is a select consortium of investment banks that, in aggregate, offer a broad spectrum of specialties including mergers and acquisitions, corporate finance, financial restructuring, and valuations.

Commercial Real Estate Solutions
Commercial Real Estate Solutions is a full-service platform specializing in debt and equity financing. Solutions address mortgage brokerage, advisory services, and loan restructuring for all property types.

Building a Well-Rounded Program

We go beyond the traditional retirement plan offerings to help you create a compelling employee benefit program:

Employee Financial Wellness Programs: We design and implement custom programs to address your employees’ specific needs and concerns. Topics like budgeting, debt management, and retirement planning can help your employees achieve financial security.
Custom Communication Strategies: Effective communication is key to employee engagement. We’ll work with you to develop clear and concise communication materials that explain your retirement plan benefits in a way that empowers your employees to make informed decisions.
Ongoing Plan Review and Analysis: The world of retirement planning is constantly evolving. We’ll conduct regular reviews of your plan to help ensure it remains compliant, competitive, and aligned with your company’s goals and your employees’ needs.

Let’s Plan

Talk to us today about building wealth on your terms.

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