Business Owner Advisory Services

Partnering for business success

As you grow your business, Business Owner Advisory Services from U.S. Bank Wealth Management can be your strategic partner to help it thrive.

We can help you:

  • Objectively assess growth areas and risks facing your business
  • Evaluate your cash flow and your ability to take advantage of business opportunities
  • Determine the right time to exit or transition your business
  • Create a tax-efficient succession plan

Experienced team of business advisors

Your dedicated advisory team consists of previous business owners, corporate executives, or consultants who bring vast experience, insights and perspectives to help you consider your options.

To help you make informed decisions, your U.S. Bank contacts provide:

  • Strategic business assessment – a comprehensive, deep dive into your company and its financials
  • Strategic wealth planning – learn how you might unlock and use the wealth in your company
  • Ongoing consulting services – to develop and monitor next steps to work toward your goals
  • Referrals to specialized advisors – to help with specific legal, tax, accounting, or valuation questions
  • Merger and acquisition coaching – when you want to grow your company or sell to a third party