Business Services

Expert Advice for Business Growth and Effective Exits

Your business may be in a growth phase or you may be looking to exit. It may be your retirement vehicle or a step toward another entrepreneurial venture. It may remain in the family or you may plan to sell to a third party when you exit. Whatever your unique situation, we can help plan effectively for your financial and business goals. MRZ Financial offers risk management and succession planning to business owners and entrepreneurs looking to safeguard the future of their business or achieve a successful exit. We also can help you with your employee retirement benefit plan, whether that means setting up from scratch or finding a better plan that works for you and your employees. Explore our business services in more depth below.


MRZ financial Business Services

Business Retirement Plans

Retirement plans are a key offering to attract and retain talent. We can support the employee benefit plan for your small business from start to finish.

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Risk Management

We help you protect the future of your business and financial position in case of the unexpected through buy/sell agreements, key person insurance, and more.

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Tax Services

Purchase price, tax implications, family stakes, retirement. These are important components of your business exit. We help you address each effectively to achieve a successful exit.

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