Exit your business with confidence with UMB’s financial planning services tailored uniquely for business owners.
Schedule a consultation with our experts and start your business exit plan today.
Exit your business with confidence with UMB’s financial planning services tailored uniquely for business owners.
Schedule a consultation with our experts and start your business exit plan today.
No two business owners are the same, which is why we take the time to listen and get to know you—your story, your values and vision for the future.
We will be with you throughout the process, from preparing to exit and managing the transition to helping you with your next steps.
We want to ensure you have a holistic plan and full support, which is why we collaborate with your team and any outside advisors to build you a comprehensive strategy.
Whether your exit is 10 years, 5 years, or only a year away, we’ll be here to guide you through the process— from coordinating with your advisors to building a comprehensive exit plan that positions you and your family for what’s next.
Selling or passing along your business means you are stepping into a new lifestyle—and that can be overwhelming. UMB can help your prepare for life after work, while ensuring your needs are met and your legacy is well-planned.
Whether your exit is 10 years, 5 years or less than a year away, we’ll be here to guide you through the process.
We give transition support as you stay on or introduce new leadership to your company.
Integrate your business exit plan with your personal financial plan with UMB.
We offer personalized plans and a collaborative approach that works with the advisors your have.
Robust online account management and the ability to view all accounts in one place.
We can help identify significant tax savings
Implement your charitable giving vision with our philanthropic experts.
“It’s not personal” is a phrase we often hear in business. However, for men and women who have built a company from scratch, that’s exactly what it is. And when the time comes to consider transitioning ownership, the blood, sweat and tears perspective can make it extremely difficult—from both an emotional and execution standpoint
The numbers speak for themselves – a monumental shift for business owners is coming, and many are approaching business succession unprepared. A well-thought-out plan can help prepare businesses for a smooth transition to the next generation of company leaders without the loss of revenue, cash flow or consumer confidence.
We deliver a full-service experience with a dedicated wealth advisor team providing customized investment guidance based on your goals.
Learn moreYou’ve spent a lifetime achieving your dreams and growing your assets. Naturally, you’d like to have control over the future of your hard-earned capital.
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