Request a Meeting

Request a Meeting

For Businesses

From retirement plans to exit strategies, we can help you make the most of your business.

Business strategy meeting

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
Man reviews financial plan

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

Business Valuation Services

Many business owners will face the decision to sell their firm, and our business advisory and valuation teams can provide the resources necessary to help make an informed decision.

We provide insights such as:

  • Executive compensation analysis
  • Stock option plan design
  • ESOP feasibility studies
  • And many other services designed to help you make the most of your company’s growth

If you are a business owner, learn more about how we can help bring together your business and personal financial plans into one comprehensive picture.

Businessman speaks with construction worker
Collaborative business meeting

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

Ready to get started?

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021