Business Owners
When Your Hard Work Pays Off

You've achieved success by working hard, taking risks and juggling myriad financial hurdles. Your personal wealth is likely to be tied up in your business. Your family's security depends upon making the right decisions. Your time is always stretched to the limit.

Our Private Client Group professionals can help you leverage your success, with services tailored specifically for business owners. Knowing your time is precious, we deliver these services through an experienced Relationship Manager who brings the expansive resources of U.S. Bank to bear on your behalf.

Here are just a few of the ways we can help:

Understand your true financial situation
Our specialists who work with business owners offer the following and many other services to help you optimize your financial situation:

• Business valuation so you know what to expect when you're ready to sell or transfer your company to someone else
• Financial planning¹ to help ensure your assets are working to build a secure future
• Counsel on tax-efficient investment strategies²
• Advice on the strategic use of trust accounts to manage wealth preservation²

Take advantage of opportunities
From a checking account³ that pays money market-competitive interest rates to customized financing⁴ for a residential mortgage or for your business, our banking professionals will help make sure your cash flow is always working for you. We also offer:

• Expertise on charitable giving² strategies

Add value to your business
Because our expertise includes both commercial and personal banking, your Relationship Manager can help you access these and many other tools to build your business:

• Commercial real estate loans
• Equipment leasing programs
• Electronic payroll services
• 401(k) retirement plans
• Professional asset management¹

Are there other financial issues on your mind? We can help, with customized banking, trust and investment products and services¹. We'll simplify your day-to-day finances so you have more time to focus on your practice and personal interests, take advantage of financial opportunities and gain greater confidence in your financial future.

For more information, contact the Private Client Group