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Business Owner Services

The Hollander Group understands that business owners have unique needs.

The Hollander Group offers an array of services designed to assist you and your business. Whether your concerns include employee retention through the use of an attractive retirement plan, maximizing your own retirement savings, or protection strategies crafted to protect your business from unimaginable catastrophes, such as the death of an owner or key emplyee, we can offer the advice and guidance needed. If you are dreaming of retirement and the next phase of life, The Hollander Group can assist with the transition of your business to the next generation or owner(s).

The Hollander Group offers an array of business owner services including:

  • Qualified Plan Planning and Support
    • 401K | 403B | Defined Benefit review and analysis
    • Fiduciary support
    • Vendor | Recordkeeper relationship support
    • Plan Benchmarking
    • Employee education and planning programs
  • Investment banking
    • Mergers & Acquisitions
    • Capital raising
    • Business valuation
    • ESOP advisory
    • Exit planning
  • Business insurance  
    • Life insurance strategies
    • Key-man insurance
    • Insurance to fund buy-sell agreement
  • Commercial Loans through Hilliard Lyons Private Banking, a financial portal with lending services provided by the Bancorp Bank  
    • Lines of Credit
    • Term Loans
    • Mortgages
  • Business ownership estate plans and trust services provided by Hilliard Lyons Trust Company, LLC
  • Cash/Excess Funds Management