Extending Our High-Touch Service to Your Business
We help businesses manage working capital and liquidity.
Solutions for Corporate & Institutional Clients
We take time to fully understand your financial structure, priorities, and funding needs. It is hard enough to run a business without needing to worry about how to maximize the efficiency of working capital, evaluating your firm’s retirement plan, or designing programs to retain key executives.
One Client’s Story
A corporate client in the construction industry had a lot of cash on their balance sheet earning no appreciable yield with their financial institution. Loans for short-term liquidity needs were difficult and costly through their bank. They also had a challenge retaining key employees without the ability to expand the ownership of the firm.
The client wanted an option to maximize after-tax income and conservatively grow the balance sheet cash. They also sought our guidance on strategies to retain key employees that would be tax-friendly to both the companies and the employees.
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