Business Financial Solutions

For more than thirty years, Twin Financial has been working with closely-held businesses, and has helped hundreds of business owners define the role of the business in their personal financial strategies to help maximize their personal income, maximize the value of their business, protect their families, transition businesses on the owners’ terms and more.

Financial Strategies & Products for Businesses

Twin Financial offers a financial strategy development experience designed for closely-held businesses, as well as a full-range of leading financial products for business owners to:

• Protect their businesses against the unexpected
• Successfully transfer ownership of the business
• Attract & retain key employees
• Provide for the retirement of the owner and their employees
• Manage operational risks

“Twin Financial took care of the complete needs of the business and how we were going to exit from it. They’re family members to us.”
--Jack Fiorella, Founder, Jack Stack Barbecue

Hear Jack's story