If you think running a business is hard, try selling one.

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Most business owners juggle planning and action every day. You’re tasked with making the big strategic calls, then with rolling up your sleeves to get things done.

One thing that many owners don’t do though, is have a plan for one day exiting their ownership role. You’ve probably heard – more than once – something like, “You’re going to leave your business someday, and you’ll either walk out the door or get carried out.” According to PwC*, in 2021, only 34% of family business owners surveyed said they had a robust, documented and communicated succession plan in place. 

* https://www.pwc.com/us/en/services/trust-solutions/private-company-services/library/family-business-survey.html 

At Moneta, we like to help business owners succeed in leaving their ownership role on terms they wanted.

Integrate

all aspects of financial planning for your business and your personal life to ensure success on both fronts.

Safeguard

your business with coverage to help offset the loss of cash flow if you become sick or injured. Minimize risk by being prepared for the unexpected. 

Recruit and retain

employees with competitive benefits programs. Enhance your benefits programs to reward employees who are key to the success of your business.

Transition

your business smoothly with a properly designed and funded business succession plan.

Resources for Business Owners

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