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Business Advisory Services

Business Owner Services

Specialized guidance and services to grow, manage and protect what you’ve built.

The Northern Trust Institute

Explore wealth strategies that are informed by research, grounded in real-world outcomes and tailored to you.

    It’s never too early to have a plan for the future of your business

    Decision-making during a major business transition without the right advisors can adversely impact your wealth. Whether your business is a multi-generational family enterprise or an investment vehicle, we can assist you with the selling process holistically and help you navigate succession planning, company valuation and other issues, from preparation through closing.


    Nearly one-third of businesses taken to market fail to sell.

    PepperdinePrivate Capital Markets Project



    Knowing you have someone you can trust helping you through the complex sales process can be of great value. Whether acting as an advisor or trustee, Northern Trust can address your overall wealth transfer plan along with any issues affecting company value prior to going to market.

    Video: 6 Questions to Help You Prepare Your Exit Strategy (2:08)

    Timely planning can optimize your business and protect your peace of mind.


    Keeping the Family Business in the Family

    Five strategies to preserve your family business for future generations.



    Rob Ashcroft

    Rob Ashcroft

    Practice Lead, Business Advisory Services
    Rob Ashcroft is Director of Business Owner Consulting in Northern Trust’s Advisory Services Group. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.



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    This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.