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Business Financial Planning

In business, having a plan counts. And when it comes to building and protecting the wealth you’ve worked so hard for, it should be no different. Quite often your business is your biggest asset, so we help answer your biggest questions:

  • What is my business really worth?
  • What would happen to my business if I’m no longer around?
  • Would my family be forced to sell at a depressed price?
  • Would the equity I’ve worked so hard to build be passed efficiently to my heirs?

Our team of advisors will educate you on the risks and opportunities associated with transferring ownership in your business. We will bring together the resources to help you protect the entity, your employees and your family – the things that really count.

Let’s talk about your situation. Take the first step toward protecting the future of your business today. Watch the video below to learn more about our process, or better yet, request a meeting with one of our local advisors and they can walk you through it in person. 

View Our Process


Get started today by completing the fields below. We'll contact you soon, or reach us directly at 800-626-6162.

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. NBT Bank, NBT Wealth Management and NBT Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured NBT Bank deposits and are not FDIC insured. These products are not obligations of NBT Bank and are not endorsed, recommended or guaranteed by NBT Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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