Business Owners
Strategies to build personal wealth, independent of the business.
Business Owners
As a successful business owner, we know you have worked exceptionally hard to grow one or more businesses and accumulate multiple assets.
For over thirty years, our team at FBB Capital Partners has helped clients like you protect your hard-earned wealth. Our team of highly credentialed financial professionals offers objective advice with your best interest in mind. We review the business’s financial health and focus on your future, independent from the company.
The FBB team is willing to work with your existing advisors to help design a customized financial plan and share our experience and knowledge to help you achieve consistent growth and lead a financially secure life.
In addition to working with the business owner, we also offer executive planning services for C-level executives. In these situations, we help address challenges such as managing single-stock risk, maximizing corporate benefits, or reviewing stock options.
To learn more about how FBB Capital Partners can help you or your team, contact us.
Get In Touch
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Frequently Asked Questions
What financial services do you offer for business owners?
We provide integrated wealth management, retirement planning, business succession strategies, and personal financial planning tailored to the unique needs of business owners.
Can you help with transitioning or selling my business?
Yes. We assist with business succession planning, valuation insights, and strategies for a smooth transition — whether you’re passing it to family or selling to a third party.
Do you offer retirement plan solutions for small businesses?
We help business owners evaluate and implement retirement plans such as SEP IRAs, SIMPLE IRAs, and 401(k)s, ensuring they align with both personal and company goals.
How can I balance personal and business finances more effectively?
We take a holistic approach to financial planning, helping you coordinate business income, investments, and taxes with your personal financial plan.
What happens to my business if something unexpected occurs?
We help you develop contingency and risk management plans to protect your business and family in the event of illness, disability, or unexpected life changes.
CONTACT US TODAY
If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.