Business Advising

Expert Guidance at Every Stage of Your Business

Since 1995, SJS has consulted with business owners to help craft a strategy to monetize their life’s work. Coordinating with other professional advisors such as accountants, investment bankers, and attorneys, we can help you grow, protect, and preserve the wealth and legacy your hard work has built. With financial advisors serving clients across the United States, SJS can be there when a business needs support most.

By becoming a business client at SJS Investment Services, you gain access to financial consulting and advising. We take a consultative approach to provide financial advising to privately held businesses in a variety of industries. We do this by taking the time to listen and truly understand a business and its many facets. From private equity assessment and liquidity event strategies to succession planning and exit strategies, SJS offers support and consultation at every stage of a business.

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Common Questions

  • How do I protect both my business and personal wealth?

  • When should I start planning my exit strategy?

  • Can I depend on selling my business to fund my retirement?

  • How can I reduce my taxes?

  • What will my retirement look like?

  • What’s next for me when I leave the business?

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How We Help

  • We aspire to support you in making good business financial decisions now and in the future. We can help you:

    • Manage the balance between business and personal wealth

    • Minimize your tax burden

    • Plan your exit strategy from the business

    • Leverage your resources to help you feel comfortable in retirement

    • Navigate private equity and liquidity events

    • Make a business succession plan with confidence

    • Advising for private equity assessment and liquidity event strategies

    • Business exit and succession planning

    • Cash flow management

    • Employer retirement plan and benefits review

    • Financial planning

    • Investment management

    • Legacy and charitable planning

    • Lifestyle and retirement goal setting

    • Risk management

    • Tax and estate coordination

  • SJS has the resources and expertise to guide a business at every step. We first learn about you and your business, including your “current state” and what you want your future state to look like. We then complete a comprehensive picture of your business finances to keep you moving toward your goals.

  • We provide a secure and personal MySJS online portal with 24/7 access for tracking goals, account balances, investment progress, financial statements, and tax documents.

  • We are a fee-based investment advisor. We monitor and disclose any fees to you.

    We charge a fee based on assets under management that is paid directly by you, our client. Your investment management fee is calculated as a percentage of the market value of all assets in your account(s) on the last day of trading of each calendar quarter. 

    For unique investment practices, special reporting requirements or extraordinary advisory services, special fees will be negotiated on a client-by-client basis. 

    Investments (such as mutual funds and exchange-traded funds (ETFs)) contained in your portfolio typically bear separate and additional expense ratios, disclosed by the prospectus and offering documents.

We strive to free you from the burden of worrying about your business’s finances so you can stay focused on doing what you love.

Schedule a Discovery Meeting

Contact us to schedule your complimentary discovery meeting and discuss how we can help support your financial goals.

Call (800) 434-4406, fill out the form below or visit our Contact page for more information.