BUSINESS SERVICES
Complete Financial Services for Businesses And Business Owners
From qualified retirement plan design to succession planning, we help owners coordinate and create alignment across their business and personal wealth strategies.
Retirement Plan Consulting
Design, benchmark, and service 401(k)/403(b) plans; educate employees; and help fiduciaries reduce fees, improve participation, and document decisions.
Business Planning
Coordinate benefits, executive compensation, cash management, and protection strategies so your company supports the owner’s plan—not the other way around.
Succession Planning
Clarify roles, valuations, and timelines; prepare successors; and build funding so ownership transfers smoothly within leadership teams or families.
Exit & Transition Strategies
Evaluate options—inside sale, third-party, ESOP, or wind-down—and align proceeds, taxes, and risk with your next-chapter plans and goals.
Family Business Governance
Establish decision rights, meeting rhythms, and policies that separate family dynamics from business priorities—and keep relationships and results intact.
Protect Your Team And What
You’ve Built
SBIA provides insurance options to help you manage risk, protect employees, and ensure
continuity. Explore solutions that can help secure your company’s foundation and support its
long-term growth.
About SBIA Wealth
Learn the story behind our New England roots and 50+ years of trusted guidance.
Who We Serve
Explore the types of clients we work with and see if we’re a fit for you.