Business Advisory Services
You have goals - We have ways to help you
Business Advisory Services
You’ve worked hard to make your business successful. When you’re thinking about what comes next for what may be your single largest asset, we can help guide you at every stage of ownership.
What are your options for transitioning your business?
We’ll work closely with you to identify and implement a business succession strategy that helps meet your needs, while planning for a smooth transition to the future owners. Our specialists can help you:
- Transfer ownership to a family member
- Sell to an employee or outside buyer
- Use an Employee Stock Ownership Plan (ESOP) to transfer ownership
- Manage transition issues, including critical staff retention or family dynamics
- Assess estate planning strategies and work with you and your tax and legal advisors to address tax considerations
What differentiates us:
Our heritage is unique
For more than two centuries we have evolved our understanding of markets and therefore the offering we take to clients.
- Deep expertise in all asset classes
- Actively driving the growth of our business
- Global expertise
Creating value for our stakeholders
With a long-term shareholder base we can take a long-term view in our careful decision-making for our business and our clients. Equally, we are mindful of the impact and implications of our decisions for the world beyond Schroders.
- Delivering returns for clients and shareholders
- Taking decisions to benefit society
- Taking decisions to benefit our people
Our strategy: delivering long-term value for our clients
Changes in the investment industry continue to gather pace. Our strategy looks decades ahead; it is carefully designed to benefit our clients, as we further diversify our business model towards higher demand areas.