BOASBusiness Owner Advisory Services
PRONOVA BOAS SERVICES
Constant Balance.
Your vision, ingenuity, dedication and sacrifice have
been critical to getting you to where you are today.
Your keen instincts have helped you navigate many
complex business situations. However, even the
most seasoned entrepreneur is challenged to keep
up the momentum. As you continue to manage and
grow your enterprise, balancing your business and
personal wealth, managing your financial exposure
and creating the right succession plan will be critical
to achieving your long-term goals.
Managing your total portfolio is a constant balancing
act between providing the resources to grow your
business versus maximizing your personal net
worth and liquidity needs. Choosing the right capital
structure for both your personal and business
portfolio is a complex issue, as is determining and
increasing the value of your business interests. It’s
critical for you to have the resources you need to
understand and manage both.
Address Solutions
Owning your own company comes with many potential
opportunities and risks. Are you in a position to take
advantage of sudden opportunities or to defend
against liquidity constraints? It’s important you consider
strategies to lessen your exposure when the majority of
your net worth is tied up in your business.
Determining the right time to exit or transition your
business can be challenging. Opportunities to sell
your business to a prospective buyer or transition your
business to a family member or employee may arise.
Perhaps gifting part or all of your business to charity is
important to you but you aren’t sure about the potential
advantages and disadvantages. Having a business
succession plan enables you to address opportunities
in a thoughtful, proactive way.
BUSINESS OWNER ADVISORY SERVICES
Uniquely qualified to help guide you.
- A philosophy and approach that fully integrates
your business and personal balance sheets. - Objective advice from a business owner perspective.
- Access to a range of wealth advisory services, plans
and tools supported by U.S. Bank and U.S. Bancorp - Growth opportunities, business succession/exit
options, and liquidity analysis and planning. - Comprehensive Wealth Planning
- Action Planning, to include: key recommendations
and timelines, incorporating insights gathered
from the strategic wealth plan, strategic area - Merger and acquisition (M&A) Advisory support for
growth or transition opportunities analysis.