Capitalizing on our vast experience in the banking and financial services industries, we go beyond traditional wealth management services. GENCapital consults our clients on acquisitions, liquidations, real estate investments, and many other areas. Our success is based on your success – no matter the type of investment.
Business owners and partners face several challenges and opportunities in connection with growing and protecting the value of their equity and planning their eventual exit. We are able to assist at several points along the way.
There is a broad range of retirement savings plans (such as 401k’s and defined benefit pension plans) and employee benefit plans (such as health and disability insurance). We can help you understand the strategies and opportunities that exist, and leverage the right ones – whether your goal is attracting and retaining talent, or benefiting key employees or owners.
At a certain point, every business owner gives thought to how their business can continue to thrive at the point of their retirement or death- and how their family’s equity can be protected. We can assist in conjunction with your chosen attorney in the area of business-succession planning, buy-sell planning, and key person insurance.
And when the time comes to transition out of your business and convert your equity to cash, we can help you evaluate how this significant transition impacts your retirement and estate planning needs.
Our Business Advisory Services include:
- Acquisition and Liquidation Consulting
- Banking Advice
- Employee Benefit Management
- Transition and Succession Planning