Matthew E. Miller

First Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, CERTIFIED FINANCIAL PLANNER

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Products and Services For Business Planning

Business Planning

Focusing on the factors that make a difference in your business —from your perspective on ownership, control and liquidity, to the key challenges and opportunities you may face.

Cash Management and Capital

The lifeblood of any business is cash, whether accessing capital or managing receivables and payables. We can help review the strategies you have in place and, if appropriate, share alternatives to consider.

Retirement and Benefits

Helping businesses review employee benefits including retirement, stock incentive plans, nonqualified deferred-compensation plans and employee-retention strategies.

Succession and Exit-Planning

Planning ahead is vital as you look toward the next chapter of your business’ history. Whether selling a business—in whole or in part—or passing one on, we can help craft a variety of different exit strategies.

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