Helping you manage key aspects of your business, such as ownership, liquidity, and developing opportunities. We offer:

Focusing on the factors that make a difference in your business – from your perspective on ownership, control, and liquidity, to the key challenges and opportunities you may face.

With Stifel’s cash management services, our clients can effectively manage their assets from their brokerage account and checking account.  We can help review the strategies you have in place and, if appropriate, share alternatives to consider.

Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks).  Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp.  Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries.  Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.

Helping businesses review employee benefits, including retirement, stock incentive plans, non-qualified deferred-compensation plans, and employee-retention strategies.

Planning ahead is vital as you look toward the next chapter of your business’ history.  Whether selling a business – in whole or in part – or passing one on, we can help craft a variety of different exit strategies, working in conjunction with your legal and tax advisors.