Business Owners

This is your business. It’s time to realize more of its potential.

Be purposeful and wise in business. That’s your dictum, and it has taken you miles down the road. Your reward: a very, very smart business and wealth management strategy. One that considers your business, with its own drivers, strategies, financial needs. Yet also as a part – a significant part – of your overall personal wealth.

What stage are you and your business in? Building? Evolving? Maturing? Our comprehensive services help you make the wisest choices. We’ll work with you on a plan that can evolve and handle change in the way it should be managed, as opportunity.

Proximity’s comprehensive business owner services include:

Working capital

Cash management

Lending

Merger and acquisition advisory

Comprehensive group and employee benefits

Risk management

Business succession

Investment

Estate planning

Restructuring