Financial Planning

for Business Owners

Our Business is Protecting Yours

Whether it’s identifying the right successor or securing a strong valuation, there are many decisions and considerations to make for your business. Nexus Advisors helps you navigate what’s needed and what’s next, no matter what stage you’re in.

  • We advise on:

  • Retirement Planning & Income Strategy

  • Exit Planning

  • Buy/Sell Agreement Funding

  • Succession Planning

  • Financial Planning for Key Employees

  • Investment Management

  • Executive Benefits Planning

  • Employee Stock Ownership Plans (ESOP)

“Success for us means we help our clients focus on what matters now while still dreaming about what’s next.”

– Holly Carroccio

Together, we’ll work through the top questions on your mind, such as…

  • What type of succession plan or business exit strategy is the right fit when I’m ready to retire?
  • What would happen to my business if something unexpected happened and my partner or I were unable to work?
  • How much does my business need to worth to replace my income?
  • How can our company’s assets be better positioned for growth, tax advantages, and access?
  • Who would I want to run my business if I couldn’t?
  • Have I done enough to attract, retain and reward my key employees who are critical to my business?

Are You Ready for What’s Next?

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