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Create a Better Business and increase your business value with UMB’s Business Planning Solutions tailored uniquely for business owners.
We can help you whether your business is in the Growth, Maturity or Exit Phase!
No two business owners are the same, which is why we take the time to listen and get to know you—your story, your values and vision for the future.
We will be with you throughout the process, from preparing to exit and managing the transition to helping you with your next steps.
We want to ensure you have a holistic plan and full support, which is why we collaborate with your team and any outside advisors to build you a comprehensive strategy.
Your custom timeline
Whether your exit is 10 years, 5 years, or only a year away, we’ll be here to guide you through the process— from coordinating with your advisors to building a comprehensive exit plan that positions you and your family for what’s next.
Planning your legacy
Selling or passing along your business means you are stepping into a new lifestyle—and that can be overwhelming. UMB can help you prepare for life after work, while ensuring your needs are met and your legacy is well-planned. We understand the importance of FAMILY when planning for business transitions.
Learn more about our savings account options and easily open one online in just minutes.