Business Succession Services

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A well-crafted succession plan aims to benefit everybody involved – the departing owner, their family, the business, and the successor.  However, organizing and effectively managing your personal and business affairs can be a daunting task when you are building, growing, and running an organization. 

That's where we come in.  Leveraging Stifel's robust resources, our goal is to help business owners maximize enterprise value.

Advanced planning allows time to consider your options, and working with us can help you properly structure and execute a transition plan that is customized to your specific needs. 

Stifel works closely with clients to conduct pre-transaction planning to identify attractive opportunities to structure and to transfer wealth in a tax-efficient manner, taking into account all their specific needs and circumstances.




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Individuals & Families

Pragmatic wealth management for families and individuals




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Corporate Executives

Helping executives manage their financial success



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Retirement Planning Strategies

Helping you save for your retirement years. 




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Discretionary Portfolio Management

Stifel Solutions Program




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Fixed-Income Strategies

Helping you create a balanced portfolio.


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