Business Advisory Consultant

Business Advisory | Mergers & Acquisitions

No one knows your business better than you, but in the TSG Wealth Management business advisory division we understand that you could often use someone to help maximize the full financial potential of your business.


Our business advisory service handles a variety of areas that from our experience, are not usually the core focus of most businesses. The TSG founding principle is to put your interests above all and, as always, this was the driving force behind our business consulting services and products.


At TSG Wealth Management we want you to think of us as a trusted contact. The one that helps you handle your complex financial products, research, mergers, acquisitions and/or benefits. Our decades of experience across a multitude of industries provides precedent and a historical base of knowledge that allows us to serve you with customized solutions and advice.


At TSG Wealth Management we focus on the three business advisory verticals below. These are areas that often may not get the attention to detail needed in the day-to-day work environment, but we believe are crucial to the success of your growing business. We look forward to giving you a complimentary consultation of your needs and supporting you in the best manner possible.

Business Advisory Services

Mergers & Acquisitions

  • Recapitalizations
  • Employee Stock Ownership Plans
  • Capital Solutions

Corporate Retirement Plans

  • Profit Sharing
  • 401k
  • Simple IRA
  • Defined-benefit Plans

Brokerage Cash Services*

  • Deposits & Banking Services
  • Lockbox and Receivables Control
  • Credit Card Merchant Services**
Business Advice and Business Services

*Banking services are offered through Wells Fargo Bank, N.A., member FDIC, a separate affiliate of Wells Fargo & Company.

**Subject to credit approval. Credit cards issued by Wells Fargo Bank, N.A., member FDIC, an Equal Credit Opportunity Lender. A Business Visa credit card is available for Business Accounts. Contact your Financial Advisor.

Get In Touch To Learn More About How We Can Help Your Business

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