Owning your own business can be both challenging and rewarding. At Newmark Group, we understand business owners. Many of our clients are entrepreneurs and business owners, and we know how vital it is to make informed decisions. We also understand that you are busy running your business, and we are here to help you. Whether it’s managing expenses, overseeing your investments, cash management solutions or workplace retirement planning, we are familiar with needs common to business owners and entrepreneurs.
For business owners, your company is a significant asset and an integral part of your financial security. Many entrepreneurs have invested years building their business and taking significant risks. Financial planning for business owners needs to be thorough. By integrating the facets of personal and business life, we can put you in a better position for your overall financial success.
We work closely with business owners, setting up succession plans and ensuring future financial needs will be met when the time comes to sell your business. Your business is an important asset, and selling it is a key aspect of your financial security. It can involve issues of estate planning, retirement planning, tax minimization, among others. Your Newmark advisor will collaborate with your legal and tax advisors to ensure you understand all your options and that your interests are looked after.