Business Owners in Transition

Family businesses often admit to putting short term personal needs ahead of the longer term interests of the business.

Experience our hands-on, focused solutions to concerns about transferring and building wealth for the next generation. We offer sound advice and support to help you and your family make the right choices at pivotal times in your lives. You can rely on Entrust Financial, LLC.

This specialized offering helps business owners create a strategic business plan to grow, preserve and transfer family wealth from one generation to the next.


Changes surrounding the sale of a company bring new responsibilities and questions. At Entrust we are dedicated to guiding clients before, during and after these significant events. Entrust makes a difference for business owners in transition.

Entrust understands the unique needs of business owners who:

  • Have great entrepreneurial spirit, typically high risk preferences and look to a wealth manager to keep track of the complexities of their financial picture
  • Need objective advice while working with multiple transactional advisors
  • Want to achieve their dynamic personal, family, economic and philanthropic goals

Entrust Financial's expertise in working with business owners stems from in-depth experience. We have the capability to coordinate and implement a succession and liquidity plan that fits the owner's unique situation, including collaboration with other professionals on behalf of each client to deliver an integrated, focused experience. Our holistic consultative process was specifically formulated to assist in this process. We understand the importance of listening and continually connecting with our business owner clients throughout the relationship.

Our Entrust professionals understand how challenging and emotional this transition can be and act as the client's trusted advocate every step of the way. We make a difference by providing strategies that are specific to the issues faced by business owners in transition. These strategies include examining tax implications, generating forward-looking cash flow scenarios, and implementing investment strategies formulated for clients to make the right choices at pivotal times in their lives.

Download our Thought Paper