Business Goal 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 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.

Two women meeting in office

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


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Broker Check by FINRA

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. NBT Bank and NBT Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name NBT Investment Services and may also be employees of NBT Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of NBT Bank or NBT Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV.


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