Business Planning


Client Centered

PRB Wealth Management can assist in many aspects of a businesses finances.  To better help corporate clients in need we have created a Business Planning discipline within the Corporate Advisory Division.  This discipline was created to help our clients with the following:

  • Financial Planning
  • Solutions to unique financial problems
  • Exit Strategy Planning
  • Business Transition

Through strategic partnerships, PRB Wealth Management has aligned itself with business planning professionals to better assist clients.  We act as the quarterback of your business planning team to work towards your end goal.  


Outsource Chief Financial Officer

Business Modeling and Cashflow Projections

Financial Coaching

Specific financial issues

Business Selling

Selling your business can take years.  We provide the planning, the framework, and the team to help you successfully sell your business and be ready for life after the business has sold.