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.

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.