The William O'Brien Group at Morgan Stanley

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The William O'Brien Group

OUR MISSION STATEMENT

Informing and educating business owners and their trusted advisors on succession planning and transition options.

Our Story and Services

Our Story and Services

We have advised hundreds of business owners in crafting and executing succession planning strategies – creating over $2 Billion in liquidity as of December 2017. We begin every relationship by developing an understanding of your unique situation and goals. By applying that insight we evaluate how the succession planning options available to you accomplish your long-term strategic objectives.

We understand that selling your business is deeply personal. Our disciplined approach takes into account the personal nature of the decision to create an outcome that you and your family can be happy with for decades to come.
 
 Objective and Consultative
 
We employ a consultative approach to business transition and succession planning strategies. To gain a complete picture of the options available, a number of methods need to evaluated and compared – whether that be a sale to a strategic or financial buyer, auction process, levered recap, or selling to an employee stock ownership plan(ESOP).

Of particular note is our experience in assisting business owners contemplating an ESOP. As of 2017, we have successfully completed over 350 ESOP transactions and assisted hundreds of business owners in electing Section 1042.

 


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Meet The William O'Brien Group

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Ready to start a conversation? Contact The William O'Brien Group today.

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