Business Succession Planning

As a business owner, you have invested your life building your business. Often a critical final step in securing your financial future is a successful transition of this business to its future owners.

We have the capabilities and resources to assist our clients in identifying succession goals and potential resource gaps, along with facilitating resource planning and acquisition. We can simplify the process by working with the necessary professionals to develop a transition plan for your business and customizing a wealth management strategy for you and your family.

As an advocate on behalf of our clients' interests, we utilize our expertise to evaluate succession options related to tax, legal and estate planning consequences. At Busey Wealth Management, our objective is to find solutions to transition your lifelong business investment into retirement security and ensure a legacy for future generations.

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It's not just about doing business.

It's about doing good. 

That's been our promise since we opened our doors more than 155 years ago, and it remains our promise today. 

Treasury Management

Receivables, payables, information reporting, or fraud protection - we can help. 

Investment products and services through Busey Wealth Management are not FDIC insured, may lose value, and have no bank guarantee.