CALL US: 800-384-1756 HOME › BUSINESS OWNERS Business Owners Find a Local Advisor Find a Location Personal & Business Wealth Planning for Entrepreneurs Your advisor will collaborate with in-house teams to provide you with personal wealth management and business strategies designed to complement one another. We know your first priority is your business and making it thrive, that’s why we make you and your finances, whether personal or business, our top priority. Your team may include professionals from Mariner Capital Advisors, retirement plan solutions and our tax group. Together, they offer advice throughout the lifecycle of your business and your life. We specialize in partnering with business owners on a plan that could include: Disciplined valuation process to help secure offers from high-quality companies Independent, defensible business valuations for tax reporting and compliance Financial reporting standards advice for shareholders, creditors, auditors and regulatory bodies Sell-side investment banking including confidential marketing, dealmaking, due diligence and closing* Accounting and finance experience to help uncover and resolve potential issues Retirement plan solutions to help you implement tax-efficient investing strategies and to help yourself and your associates achieve retirement readiness Personal wealth management including asset allocation, insurance coverage and estate planning Tax planning & preparation including multi-state strategies, gift and estate tax planning and IRS representation and support, all to address complex personal and business taxes *Sell side engagements that include an offering of securities may include the engagement of our affiliated broker dealer, MSEC, LLC, and may include additional requirements not detailed herein. MWA does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services. BUSINESS OWNERS INSIGHTS Auto IRA Plans an Option Under Proposed Retirement Legislation OCTOBER 18, 2021 Read Biden Tax Plan Proposes Elimination of 1031 Exchanges for High-Net-Worth Individuals JULY 1, 2021 Read 10 Things to Know About Business Valuation MAY 28, 2021 Read See all Insights Discover how we can help you achieve your goals. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you. Name Email Phone Are You A: Are You A: Client Prospective Client Advisor/Investment Representative Other Message CAPTCHA Contact Us Mariner Wealth Advisors NewsroomPrivacyCookie PolicyCCPAForm CRSForm ADVLegalFor AdvisorsContact Our Team © 2021 Mariner Wealth Advisors Subscribe to Our Newsletter Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles. Untitled Untitled Untitled This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in tracking and performance tools, and in order to improve and customize your browsing experience. To find out more about the cookies we use, see our privacy policy. Accept