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610-798-2566

About Us

MISSION

Helping established business owners protect their family, business, and ownership interests through integrated solutions that help reduce risk, build wealth and improve tax efficiency

 

WHO WE SERVE

Peerless Business Advisors serves the unique and complex financial planning needs of successful business owners and high net worth individuals. Our team of Certified Family Business Specialists (CFBS) has specialized accredited graduate-level education in the areas of advanced estate planning, business evaluation, and business succession planning. Our holistic planning process is further enhanced by distinct capabilities which enable us to help our clients reduce risk, build wealth, and improve tax efficiency while relentlessly protecting the assets they've worked so hard to accumulate.

OUR COMMITMENT

To always put your needs first and help you design, implement, and maintain strategies that enhance and preserve your quality of life. We help you explore, plan and execute in a manner that encompasses the three interdependent domains of your world. Most important, we will educate you so you understand the decisions being made.

YOUR WORLD

As a business owner protecting your Family, Business and Ownership interests is your primary objective. The 3 interdependent domains cross paths daily. We help you create a business strategy aligned with your vision and advisors to help you plan effectively and efficiently.

Charting and navigating a course for your business demands more than showing up for work. In much the same way, envisioning and designing your financial future demands more than transactions. It demands:

  • Experience with complexity, dynamics, and concerns across the three domains
  • Strategic alignment and coordination of Advisors focused on your goals
  • Tax minimization, income maximization and the efficient transfer of wealth
  • Strategies and benefit program designed to attract and retain key employees
  • Quantitative and qualitative business evaluation* 
  • Maximizing and protecting business value
  • Effective business succession and/or exit planning objectives and strategies 

 

Accounting services and Pension Administration services are not offered through Peerless Business Advisors or MML Investors Services, LLC. CPA's, HR Directors, Business Coaches, CPA's and Bankers are in our network of strategic alliances. Alliances are not formal relationships. You are free to choose yourown professional for these needs. 

*The purpose of this report is to provide a range of values that can be used to begin a discussion of how the liquidation or sale of the business could impact the financial well-being of each family. It is not intended, and cannot be used, to provide a determinative value for Federal or State tax purposes

Our Services

Real Time, Accurate Valuations.

Our tool helps business owners estimate the true value of their business in a few easy steps - for free.
*The purpose of this report is to provide a range of values that can be used to begin a discussion of how the liquidation or sale of the business could impact the financial well-being of each family. It is not intended, and cannot be used to provide a determinative value for Federal or State tax purposes)

 

Succession, Transition,
Exit Strategies

There are few guarantees in life. Death and taxes are the universal responses we hear. Another is that as a business owner, you WILL exit your business one way or another. Our advisors are well versed in strategies to execute this process in the most efficient way for all parties involved.

Key Employee
Retention

In much the same view, attracting the next leader, supervisor or motivated employee requires thinking outside of the box. We offer customized benefit solutions are imperative if your goal is to be “the company to work for.”

Executive
Benefits

Our processes dives deep into the solutions that make the most sense for you, your business and interests. We design custom benefit solutions tailored to your needs and provide ongoing support when you need it.

Estate
Planning

Estate Planning is a team effort. We pride ourselves in being able to coordinate and collaborate with your existing team, identifying and closing any gaps that exist, or if necessary assembling a highly qualified and functional team that is aligned to help you achieve your goals and objectives.

Wealth Management
Strategies

Investment management can take many forms. By accessing strategies developed for large institutions we are able to offer our clients an unbiased wide range of relevant wealth management ideas and solutions.

Special Needs
Planning

A coordinated program of future care planning, financial, and legal strategies for people with disabilities and your family is essential. Work with our advisors today to develop a plan for the future.