For Business Owners

 

 

 

 

Let us show you how
business planning
interacts with
personal planning.

 

 

 

 

For over 40 years, The Bolotin Financial Group has worked with family-owned and closely-held businesses. Our team of professionals has knowledge in a wide variety of industries and disciplines, and we provide our clients with individualized attention specifically geared to meet their needs and to help them achieve their financial goals. Whatever types of service your business requires, we will provide you with the personalized service and attention that you deserve.


We can provide you with the following services:

  • Group benefits
  • Business planning
  • Business valuations
  • Estates and trusts
  • Financial planning
  • Management advisory
  • Mergers and acquisitions
  • Succession planning

In addition, we have helped a number of clients in transitioning a family business to the next generation.