Business Planning

We have access to a team of professionals who provide business owners with sell-side and buy-side M&A advisory services. Whether you are seeking to realize your strategic and financial objectives through the sale of your company, or are interested in expanding your business via acquisition, we can help guide you through the process from start to finish.

Many business owners do not know how much their companies are worth, making it difficult to establish a clear financial plan. Obtaining a business valuation can aid in the development of a comprehensive wealth plan. Business valuations may be required for a variety of purposes, including:

• Transactions (financial planning, mergers & acquisitions, buy-sell agreements, financing and ESOPs)
• Tax reporting (gift & estate tax, charitable contributions, IRC section 409A and discount studies)
• Financial reporting (purchase price allocations and goodwill impairment)
• Litigation (marital dissolution and shareholder disputes)

Helping employers create and maintain an effective corporate sponsored retirement plan is vital for employee retention as well as maintaining the wealth relationship with the business owner. We have access to a CEFEX-certified team* that can help you by creating, managing and expanding your employer-sponsored plan to fully meet the needs of your employees.

• Plan design
• Investment selection
• Asset allocation
• ERISA compliance and fiduciary services
• IPS preparation and maintenance
• Benchmarking and analysis
• Employee education and financial wellness

*Mariner is certified by The Center for Fiduciary Excellence (CEFEX) as meeting the standards described in the handbook “Prudent Practices for Investment Advisors.” The standard describes how an investment adviser assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring, and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis. These practices also include maintaining a fiduciary checklist for each client to ensure proper fiduciary governance and compliance with ERISA and implementing best practices as described by the Department of Labor.