Closely-held Businesses

Closely-held Businesses2018-09-13T16:00:44+00:00

Your Plan, Your Portfolio

It’s not just individuals that need investment management services; often times businesses need a plan for putting their excess cash to work and maximizing return on investment.

As a business owner, you may need to set aside funds for a variety of reasons, like upcoming capital expenditures or future strategic initiatives. You may need to fund deferred compensation or other non-qualified plans for key management personnel. Out of conservatism, you may even want to set aside resources for a rainy day, a business interruption, or a key business acquisition to grow your business. Rather than having cash resources setting temporarily on the sideline, why not consider your investment alternatives for maximizing return? Dean Dorton Wealth Management helps businesses assess the amount and timing of their future needs and then helps craft a plan for putting idle funds to work in the market when it makes sense to do so.

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