Your work is more than just a job. You invested years in seeing your company through the business life cycle, taking responsibility for its mission and caring for its workforce. Whether you’re a corporate executive looking for guidance with retirement plans or managing stock options, or you’re a business owner looking to sell or take your company public, your team at Agility Wealth Management has the capabilities and resources to help your business reach the next level.
Retirement Plans
For most any business, the most valuable asset is its people. You want to take care of the people whose performance means so much to the success of your business. Your team at Agility Wealth Management can help navigate your retirement plan options – simplified employee pensions (SEPs), SIMPLE IRAs, profit-sharing, 401(k) plans – and help you make the best choice to provide for the financial futures of you and your employees.
Concentrated Equity
For many successful individuals, wealth management includes developing a strategy for concentrated holdings of stock in a single company. Solutions are often complex and time consuming, a challenge to even the most sophisticated investor. Your team at Agility Wealth Management can assist you in implementing customized strategies for preserving and diversifying your holdings.*
Selling a Business
After years of building and nurturing a successful business, you’ll want to give careful consideration to a transition strategy when the time comes to part with such a big part of your life and net worth. Your team at Agility Wealth Management can work with you and other professionals to help you understand your options and ensure that you and your company are prepared to take the next step.
Investment Banking Services
Running a business is complex business. Your team at Agility Wealth Management can help you with a wide range of complex investment banking issues, including mergers and acquisitions and public offerings, to help your business grow and thrive.
*Diversification does not guarantee a profit nor protect against a loss.