for small business owners
Are you one of the 50 percent?
Only 50 percent of small business owners (SBOs) work with financial advisors to address business-related issues. Why? Good question.
That's why we conducted a small business owner study to learn:
- Challenges and concerns of owners
- Owners interest in using financial advisors
- When an owner is likely to use an advisor
Review the resources provided to learn about the needs of businesses similar to yours and to find out if working with an advisor is right for you.
Read the reports
Find more information on each of the following topics:
Access the library of graphics used in each of our reports.
Order a brochure
Contact us to receive a brochure to help you identify opportunities for your business.