Personalized Plans To Achieve Your Business Goals
5 Mystic Lane Malvern, PA 19355
Business Owners

Do you know your business's value

Is it protected if you lost a key employee or partner?

Are you interested in growth?

Do you have an exit plan in place?

Are you looking to sell your business?

Fieldstone Business Advisors offer's business owners customized solutions to get the most value for their businesses.

Determine Value

Knowing the value of your business will help lay the foundation for developing a strategy and creating a plan to meet your business goals.  Our Discovery meeting reviews your personal, financial, and operational perspectives in order to optimize a design for you business that matches your vision.

Expertise: Business Planning, Business Valuation, Fact Finder

Protect Investment

Our solutions protect owner's and employee's income against unexpected circumstances, and help minimize any disruption to their personal or long-term business financial goals.  With a protection plan in place, you'll have a financial cushion with cost-effective liquidity for replacing or retaining key employees who critically impact your business.

Expertise: Business Protection, Survivor Income, Non-Qualified Supplemental Retirement Plans, Key Employee, Bonus Plans, Buy-Sell Review

Grow Business

As your key advisor, we help identify resources to assist you in building equity for future expansion or exit plan goals.  We empower our clients to systematically enhance their business revenues, profitability, sustainability and value.

Expertise: Growth Strategy, Equity, Acquisition,Merger, Cash Flow Analysis, Buyer Representation

Exit Planning

There is no "one plan fits all" when it comes to developing a succession strategy for your business and most owners don't know their company's worth.  We'll design a custom solution based on your personal goals, so when you are ready to sell or transfer out of your business, it's a smooth and successful transition.

Expertise: Sale, Sell-Buy, Transfer, Retirement, Divestiture

Business Sales

As a team of experts that provide intermediary services for our clients, our efforts are focused on getting our selling clients the highest selling price possible for their small to mid-sized companies.  We confidentially market your business and utilize our vast network of buyers to bring the most qualified entities to you.  Fieldstone Business Advisors has perfected an efficient streamlined process that involves constant communication with our clients allowing for a successful business transfer.  Our goal is to get the deal done.  Our promise is to make the entire process as seamless as possible for both our selling and buying clients alike.

Expertise: Intermediary Services, Brokerage, 3rd Party Sales, ESOP's

Request a Business Valuation

We offer a no cost, no obligation business discovery meeting.  Get started today.

Fieldstone Business Advisors

5 Mystic Lane

Malvern, PA 19355


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