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global advisers wealth management
SMALL BUSINESS
Business Solutions2025-07-13T01:56:46-04:00

Business Solutions

Achieve long-term business success through professionally designed and managed investment portfolios and business solutions.

Questions?

800-832-8514

Ext 1421

Mon-Fri 8am to 5pm

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OVERVIEW

Why Partner with Global Advisers

We deliver an integrated advisory experience tailored for business owners, executives, and privately held companies. Whether youโ€™re scaling growth, optimizing compensation, or preparing for a successful exit, our team provides the strategic insight, investment management, and protection strategies your business needs to thrive.

  • Objective, advisory-driven guidance across investment, planning, and protection
  • Custom solutions aligned with business stagesโ€”from startup to exit
  • No commissions or product salesโ€”just conflict-free advice
  • Deep experience with owner-operated and professional service firms
  • Seamless integration of personal wealth, corporate finance, and estate goals
  • Hands-on coordination with your CPA, attorney, and insurance providers
  • Scalable services that grow with your business

Key facts and details

Strategic Investment Planning

We help business owners deploy capital efficiently, align retained earnings with long-term goals, and reduce idle cash. Our investment strategies include business reserve management, tailored portfolios, liquidity planning, and fixed-income solutionsโ€”all designed to support growth and capital preservation.

Executive & Ownership Planning

We design tax-aware solutions to recruit and retain top talent. Our services include executive compensation planning, stock option and RSU strategy, deferred comp, and succession planning. We also help owners integrate business value with personal estate goals for long-term efficiency.

Business Protection & Legacy Structuring

Protect your business with key person insurance, buy-sell advisory, and estate strategies tied to ownership. Our insurance guidance is conflict-free and fiduciary-aligned. Trustee services and wealth protection strategies ensure continuity and controlโ€”no matter what lies ahead.

Operational Support with Financial Oversight

We support daily operations with performance tracking, onboarding assistance, and compliance guidance. Our platform is designed to reduce admin burden and keep your financial infrastructure running smoothly, with clear, flat-fee pricing and no product sales.

Fees & Expenses

Our compensation is structured to align with your success. We do not earn commissions or share revenue with product providers. Instead, we charge a clear, percentage-based advisory fee on managed assets or planning services, depending on the scope of engagement.

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Build a strategy that works for your business.

Discover solutions tailored to your goals.

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Our Solutions

Growth and Investment

Our services help you grow strategically by optimizing cash flow, investing excess reserves, and aligning your business structure with personal financial goals. Whether you’re expanding operations or preparing for acquisition, we help deploy capital efficiently and track performance along the way.

Executive Planning

Our executive planning solutions support business owners and key leaders with strategies for compensation, equity, succession, and exit planning. From stock options to buy-sell agreements, we help ensure your leadership teamโ€”and your legacyโ€”are secure and aligned.

Protection and Legacy

These services reduce business risk, prepare for emergencies, and safeguard ownership continuity. We help structure insurance, trusts, and estate plans that ensure your businessโ€”and the wealth it createsโ€”transitions smoothly to heirs, partners, or successors.

FAQs

Is your firm compensated through product sales or commissions?2025-07-02T03:24:45-04:00

No. We operate as an independent advisory firm. Our compensation model is transparent and fee-based, ensuring that our guidance is objective and free from sales incentives.

What types of business solutions do you provide?2025-07-04T00:08:59-04:00

We offer integrated financial advisory services for business owners and executives, including investment management, cash flow planning, executive compensation strategy, business protection, succession planning, and estate coordination. Our solutions are designed to align personal and corporate goals.

Can you help my business manage excess cash or reserves?2025-07-04T00:09:05-04:00

Yes. We provide treasury and cash management strategies that help businesses deploy idle cash more efficiently. This includes fixed-income investing, short-term liquidity planning, and custom portfolio management for business reserves.

Do you offer executive compensation and stock option planning?2025-07-04T00:09:11-04:00

Absolutely. We advise on executive compensation structures such as stock options, RSUs, deferred compensation plans, and bonus arrangementsโ€”ensuring alignment with tax strategy, retention goals, and succession planning.

How can you help protect my business from unexpected events?2025-07-04T00:09:18-04:00

We provide risk-mitigation solutions including key person insurance, buy-sell agreement advisory, business overhead coverage, and trustee services. These services are fiduciary-aligned and help ensure your business remains stable through unforeseen disruptions.

Still have questions? View all FAQs.
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800.832.8514

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