Month: February 2024

Case Study: Helping Clients Sell a Business

When you have a client who wants to sell their business, they face unknown factors that can impact the value they receive on the sale. Having a trusted partner on their side can help alleviate stress and provide a streamlined approach to guide a business owner through the process.    Mariner Capital Advisors recently assisted the owner […]

Case Study: Securing More Assets From Clients

Do you oversee assets for clients who also have wealth being managed elsewhere? Using Mariner’s proposal-generation service, we can help you gain a clear understanding of a client’s personal situation and benefit from a coordinated approach to client communication with the goal of securing management of more of a client’s wealth. This added clarity can help […]