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Just because you own a private business, doesn't mean you should receive minimal service.

The Hollander Group offers an array of services designed to aid your business. Whether your concerns include employee retention through the use of an attractive 401(k) retirement plan, or insurance strategies crafted to protect your business from unimaginable catastrophes, such as the death of an owner or key employee, we can offer the advice and guidance needed. Or, if it's the end of the road for you and you're ready to relax, The Hollander Group can even assist with the transition of your business to the next owner.

Listed below are services in which The Hollander Group can assist you:

  • 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

 

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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Check the background of this financial professional on FINRA's BrokerCheck.