After six generations of family ownership, no one knows the importance of proactive transition planning better than FNBO. Our expert team is honored to be able to help you, your family, and future leadership prepare for that moment, whether they’re family, key employees or outside buyers.
Learn more about how our Business Owner Advisory Services can help you.
Understanding the value of your company is important when making decisions for your future.
Our credentialed advisors are on your side to provide coordination, action, and accountability across your advisor team.
Even successful business owners can overlook the basics. Our team helps you prepare and uncover gaps in your plan.
We help connect you with a confidential peer group and content so you can discover shared experiences and gain insight from other business owners in your position or who are a step ahead.
Transitioning ownership of a business is a daunting prospect. We’re here to help you navigate predictable decisions and help set up new leadership for success, whether they’re family, key employees, or outside buyers.
FNBO’s proprietary system is designed to provide foundational security around four key outcomes for business owners. These unique metrics allow us to measure your progress toward each outcome, diagnose issues along the way and develop action plans for success.
Preparation means identifying substantial risks and contingency plans for asset protection and business transition.
To achieve your goals, you want to ensure your company has long- term sustainability and clear transferable value for future owners.
An organized owner knows their business value, understands its assets and can put advisory perspectives into action.
We help connect you with a confidential peer group and content so you can discover shared experiences and gain insight from other business owners in your position or who are a step ahead.
We may refer you to (a) other FNBO lines of business or affiliates of FNBO, or (b) service providers with an established referral relationship with FNBO. Please note that FNBO may receive a financial benefit if you elect to utilize FNBO, its affiliates or referral partners as part of your Advisor Team; however, individual FNBO Business Owner Advisors are never compensated for referrals.
Our Advisory Services do not contain: (a) an opinion as to business or asset value. Any business value discussed with us or provided to you as part of our Advisory Services are merely an estimate of value, and does not indicate or guarantee the price at which your business or any interest in it can be sold. To determine more accurately the value of your business, we recommend that you engage a certified valuation specialist or certified business appraiser. If we provide an estimate of value to you, it will be a range that is provided to us by our vendors and is subject to the foregoing disclaimers (b) tax, legal, financial planning, insurance, securities or investment advice, sales recommendations or analysis, broker-dealer services, finder/placement services, or securities execution. In providing services to you, we are not acting as a fiduciary, investment advisor, appraiser, or broker/dealer.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.
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FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.
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Only deposit products are FDIC insured.
Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
