Mercer Advisors
Sharing Knowledge

Business Owners

Business owners face a uniquely complex set of financial decisions — from structuring compensation and retirement plans to leveraging QSBS, managing a post-IPO lockup, and planning a tax-efficient business exit. At Mercer Advisors, we help business owners connect the dots between their business finances and their personal financial goals through a coordinated, comprehensive planning approach. Browse the resources below for guidance on taxes, retirement, equity strategies, and building lasting wealth beyond your business.

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

Work & Business Article

Strategic Exit Planning for Business Owners

Explore comprehensive exit planning strategies for business owners. Learn how to coordinate valuation, tax optimization, and succession planning to help support a smoother transition.

Rider on Horse Jumping
Financial Planning Guide

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan

A practical guide to investing in horses, including risks, costs, liquidity, and how equine assets fit into a long-term wealth plan.

Financial Planning Article

Employer Contributions to Trump Accounts Explained 

New guidance clarifies how employers can contribute to Trump Accounts, including limits, tax treatment, and required reporting.

Investment Management Guide

Post-IPO Lockup Playbook: Sell Smart, Minimize Taxes, Protect Your Gains

Your IPO lockup expiration is just the beginning. With a multi-year strategy and expert advice you can turn uncertainty into lasting value.

Work & Business FAQ

What is business exit planning?

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Work & Business FAQ

What happens after the deal closes?

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Work & Business FAQ

I already have a financial advisor. Why do I need Mercer Advisors?

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Work & Business FAQ

Do you replace my investment banker or M&A attorney?

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Work & Business FAQ

What size of business do you work with?

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Work & Business FAQ

I already have a letter of intent. Is it too late to get help?

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Work & Business FAQ

How much of a business sale goes to taxes?

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Work & Business FAQ

When should I start business transition planning?

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Further Learning

Investment Management Article

Financial Planning Is a Prerequisite to Successful Investing

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.

Estate Planning Guide

The Family Guide to Estate Planning: Helping To Protect What You’ve Built Across Generations

Explore wills, trusts, beneficiary traps, POAs, estate tax changes, inherited IRAs, gifting, and family conversations in one comprehensive planning guide.

Investment Management Article

Portfolio Diversification: How To Build a More Resilient Investment Strategy

Learn how a coordinated strategy may help manage risk and support your long-term goals.

Tax Planning Guide

Tax Filing Is Not the Same As Tax Planning

You may think you’re managing your taxes effectively when you file each spring, but are you sure? Learn the difference between tax preparation and proactive tax planning.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

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