Business Details
Strategic Financial Advisory Services for Business Owners
At Nabity Financial Group, we specialize in helping business owners navigate complex financial challenges and strategic decisions. Our team understands the unique pressures entrepreneurs face, from managing day-to-day operations to preparing for critical financial events that could impact their legacy. With decades of combined experience, we provide tailored advisory services that address business continuity, estate planning, and succession strategies. Our professionals work closely with clients to identify potential risks such as leadership transitions, tax implications, and executive compensation challenges. We offer comprehensive solutions that integrate business advisory and personal financial planning services.Our approach emphasizes proactive planning to prevent disruptions from unforeseen events like owner disability or key employee departures. We collaborate with affiliated firms to deliver investment advisory products and securities through properly registered representatives. Our commitment to client education helps business owners make informed decisions about their financial future. We maintain strict compliance with regulatory requirements while providing personalized attention to each client's unique circumstances. Our goal is to help clients build sustainable businesses while protecting their personal wealth for future generations.
Services
Business Advisory
Personal Advisory
Financial Planning
Exit Strategies
Investment Advisory
Highlights and features
- Specialized expertise in business continuity and succession planning
- Proactive approach to identifying and mitigating financial risks
- Comprehensive advisory services integrating business and personal financial planning
- Team of experienced professionals with deep understanding of entrepreneurial challenges
- Commitment to personalized service and client education
Associations and certifications
- FINRA
- SIPC
- SEC
Services
Business Advisory
Our business advisory services help entrepreneurs develop comprehensive strategies to address operational challenges and critical financial events. We work with business owners to create succession plans, manage leadership transitions, and implement effective executive compensation structures. Our team provides expert guidance on business continuity planning to protect against risks like owner disability or unexpected departures of key personnel.
Personal Advisory
Personal advisory services focus on integrating business success with personal financial security. We help clients develop estate plans that protect their wealth while ensuring smooth business transitions. Our advisors address tax implications of business ownership and create strategies to maintain family financial stability during ownership changes or retirement.
Financial Planning
Our financial planning services combine investment advisory solutions with comprehensive business strategy. We help clients structure their financial affairs to support both business growth and personal objectives. This includes developing exit strategies, creating succession plans, and implementing tax-efficient wealth transfer mechanisms through coordinated investment approaches.
Exit Strategies
Exit strategy development focuses on creating structured plans for business ownership transitions. We help entrepreneurs prepare for retirement, manage succession to family members or key employees, and develop liquidity strategies. Our approach ensures businesses maintain operational stability while maximizing value during ownership changes.
Investment Advisory
Investment advisory services provide tailored solutions through our affiliated registered investment adviser. We offer portfolio management strategies that align with both business objectives and personal financial goals. Our services include risk assessment, asset allocation, and ongoing portfolio monitoring to support long-term financial success for business owners.
People
David Nabity
Founder
David Nabity is a seasoned financial advisor with extensive experience in business succession planning and wealth management. He specializes in helping entrepreneurs develop comprehensive strategies to protect their businesses and personal assets. David works closely with clients to address complex financial challenges and create sustainable solutions.
Questions
What types of businesses do you work with?
We work with privately owned businesses across various industries, helping owners address succession planning, business continuity, and wealth management challenges.
How do you help with business succession planning?
We develop customized succession strategies that address leadership transitions, ownership transfers, and tax-efficient wealth transfer mechanisms to ensure business continuity.
What sets your advisory services apart?
Our integrated approach combines business strategy with personal financial planning, providing comprehensive solutions tailored to each client's unique circumstances and long-term goals.
Do you offer investment management services?
Yes, through our affiliated registered investment adviser, we offer portfolio management and investment advisory services aligned with business and personal financial objectives.
How are your services delivered?
We provide personalized advisory through one-on-one consultations, developing tailored strategies that address specific business challenges and financial goals.
Are you licensed to work in all states?
Our advisors are licensed in specific states - we only work with clients in jurisdictions where we maintain proper registration and licensing.
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