Business Services

Business owners often need guidance through the highs and lows their organizations face. We help our clients obtain the guidance and services they need, whether it’s maximizing business opportunities, retaining key employees, or incorporating business ownership into your family’s financial plan.

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Business Transition Planning

For many of our clients, their business is their single largest asset. As business owners ourselves, we understand the importance of connecting with knowledgeable and experienced counsel on various business and succession planning topics. We take a holistic approach designed to maximize your probability of success and align your business goals with your overall personal financial plan.

Whether you are looking to sell your business, transition it to the next generation, or improve and grow it, we, along with a network of specialists, can better prepare you to:

  • Integrate your business into your personal financial plan
  • Strategically plan for value assessment and creation, operational efficiency, risk management, and succession planning
  • Review your tax, debt financing and capital structure efficiency and capacity, operational scalability, and protection of intellectual property
  • Implement cost-effective control systems to identify and mitigate risks
  • Navigate the sale or transition of your business (positioning, sale process, buyer mindset, and objectives)
  • Address ownership and leadership transition issues
  • Assess Buy-Sell Agreements
  • Evaluate major business investment opportunities
  • Support Board and Advisory Board management issues
  • For more information contact Jeff Dunne

Business Retirement Plans

If you are a decision maker for an organization that is looking to offer a high-quality, reasonably priced retirement plan, such as a 401(k) or 403(b), to its employees, we can help.

BLBB has a dedicated team providing small- and mid-sized businesses (up to 1,000 employees) with comprehensive ERISA 3(38) investment advisory services to support their employee retirement plans.

Our services include:

  • 401(k) and 403(b) plan conversions and takeovers
  • Retirement plan review to confirm regulatory compliance
  • Drafting a retirement plan Investment Policy Statement
  • Selecting and monitoring investment choices offered to plan participants
  • Discretionary management of plan assets
  • Executive benefit plan design (cash balance, profit sharing, non-qualified deferred comp)
  • Educating and supporting plan participants
  • Connecting business owners with creative and reputable retirement plan administrators, record keepers, plan designers, and custodians
  • For more information contact Brianna March

Get in Touch

Start a conversation and find out how BLBB can help you.

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Business Address

103 Montgomery Ave
Montgomeryville, PA 18936

Mailing Address

P.O. Box 1010
Montgomeryville, PA 18936

Call Us

215.643.9100

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