
Business Services
We Offer A Full Range of Support for Those Selling a Business
We assist clients in structuring and executing custom-built strategies for their specific needs and complex requirements.
Stifel works closely with clients to conduct pre-transaction planning to identify attractive opportunities to structure and to transfer wealth in a tax-efficient manner, taking into account all their specific needs and circumstances.
Investors looking to sell a business have unique considerations
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How Stifel Can Help |
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Corporate & Executive Services
Clients of corporations require a unique skill set that most regional firms do not offer and oftentimes are too small for the large institutions.
At Stifel, we offer business owners a complete suite of services:
Corporate Retirement Plans |
Corporate Executive Services |
Equity-Based Awards |
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Non-Qualified Deferred Comp |
Directed Share Program |
Stock Option Programs |
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Financial Guidance For Your Workforce
For many of your employees, an employer-sponsored retirement plan may be their only source of retirement savings.
The Nicoletti Financial Group, as your plan's dedicated Financial Advisor, can be an asset to your work force for guidance related to:
Asset allocation
Retirement planning strategies
Navigating volatile markets
Education planning
The Role of the Financial Advisor
Provider Evaluation and Selection Assistance |
Investment Policy Statement Consultation |
Assistance with Investment Selection |
Plan Design Review |
Periodic Review of Plan Admin and Compliance Providers |
Investment Consulting & Education for Participants |
Check Out Our Other Client-Centric Approaches
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Stifel does not provide tax advice. You should consult with your tax advisor regarding your particular situation.
Asset allocation does not ensure a profit or protect against loss.