For Businesses
From retirement plans to exit strategies, we can help you make the most of your business.
Comprehensive Solutions to Help Optimize the Future of Your Business
Whether you’re a corporate executive or business owner, you can benefit from Creative Planning’s expertise in business advisory services, including employer-sponsored retirement plans, legal services or knowing the value of your business. Much like our comprehensive wealth management offering, our business advisory services allow you to receive all the advice you need to make more confident decisions about the future of your business.
Business Advisory Services Include:
- Retirement Plan Advisory
- 3(38) and 3(21) Fiduciary
- TPA Recordkeeping
- M&A Consulting
- Business Valuation
- Exit & Succession Planning
- Business Incorporation/LLCs
- Buy-Sell Agreements
- Corporate Law
401k and Corporate-Sponsored Retirement Plan Services
Our retirement services team works exclusively with companies and their employer-sponsored retirement plans. We have solutions for plans of all sizes—from large enterprises with more than $300 million in plan assets to small businesses or start-ups. We offer full advisory services as well as standalone fiduciary and administrative services.
- Acting as advisor and fiduciary for 3(38) and 3(21) fiduciary services
- Dedicated team of advisors
- Financial education programs for plan participants
- Standalone 3(38) fiduciary services
- TPA recordkeeping
Legal Services to Grow, Protect or Sell Your Business
As a business owner, you are always having to think several steps ahead for the future of your business, and making sure you have the right plans in place to protect it as it grows. Creative Planning Legal provides a full suite of legal services to support you, including:
- Mergers and Acquisitions
- Real Estate Transactions
- Business Incorporations/LLCs
- Buy-Sell Agreements
- Business Succession Planning
- Corporate Law
- Illiquid Asset Administration
