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BUSINESS GOAL PLANNING

In business, having a plan counts. And when it comes to working towards building your wealth you've worked so hard for, it should be no different. Quite often your business is your biggest asset, so we help answer your biggest questions:

  • What would happen to my business if I'm no longer around?
  • Would my family be forced to sell at a depressed price?
  • Would the equity I've worked so hard to build be passed efficiently to my heirs?

Our team of advisors will educate you on the risks and opportunities associated with transferring ownership in your business. We will bring together the resources to help you protect the entity, your employees and your family - the things that really count.

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Let's talk about your situation. Take the first step toward protecting the future of your business today. Request a meeting with one of our local advisors and they can walk you through it in person.

REQUEST A MEETING

Get started today by completing the fields below. We'll contact you soon, or reach us directly at 800-626-6162.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. NBT Bank and NBT Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name NBT Investment Services and may also be employees of NBT Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of NBT Bank or NBT Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not FDIC Insured
  • Not Bank Guaranteed
  • May Lose Value
  • Not Insured By Any Federal Government Agency
  • Not a Bank Deposit

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

Your Bank (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.