Services
The Market
Why build a practice that is focused on small-mid size businesses?:
- Small-mid size business owners control half of the personal financial assets in the US.
- Half of all business owners do not have a personal financial plan.
- Only 35% of successful family businesses survive through the 2nd generation.
- Of those only 20% survive to the 3rd generation.
- Only 1 in 3 privately owned businesses successfully transition to new ownership.
- Business owners value professional advice and guidance.
- There is very little competition among financial advisors who are uniquely qualified to serve these individuals that are most in need of help.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
h.esmaeili@securitiesmail.com | 919-521-0335