Specialty Services
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As a business owner, the equity you have in your company is one of your most critical parts of your portfolio. Protect your investment with specialty services offered by Merrill Lynch. Work with your Merrill Lynch Financial Advisor to maximize the value of your firm, determine the most profitable exit strategy, or insure yourself or your company against catastrophe.

Business Sales and Capital Solutions

Analyze your goals and assess the best options for ensuring smooth business succession. Merrill Lynch’s Private Sales Referral Network arranges introductions to specialized, independent investment banking firms that can provide business sale, merger, acquisition, and recapitalization services.

Endowment Management

501(c)(3) nonprofit organizations can manage their cash and investment portfolios together through the Merrill Lynch Endowment ManagementSM Account (EMA®) service. This innovative and useful service lets you sweep idle cash automatically into deposit accounts.
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Insurance

Don’t let catastrophe affect the value of your company. Preserve and protect your closely held business against the sudden death of an owner or principal with these life insurance options.


Merrill Lynch does not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of (i) avoiding U.S. federal, state or local tax penalties, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Clients should consult their advisor as to any tax, accounting or legal statements made herein.

Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated and other subsidiaries of Bank of America Corporation.

Investment products provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated:

 Are Not FDIC Insured  Are Not Bank Guaranteed    May Lose Value

Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, member Securities Investor Protection Corporation (SIPC), and a wholly owned subsidiary of Bank of America Corporation.

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