Wealth Management
The Whitlock Company’s Wealth Advisory team has only one goal – your success.
As a member of The Professionals Alliance Group (PAG), The Whitlock Company collaborates with Oppenheimer & Co. Inc. (Oppenheimer) and Oppenheimer Asset Management Inc. (OAM) to help you develop comprehensive strategies suitable to your your financial objectives. Oppenheimer and OAM only work with investment managers who consistently uphold their standards of excellence.
Oppenheimer & Co.is a leading national investment boutique that provides wealth management and financial services to high net worth individuals, families, businesses and institutions. Through PAG, Whitlock Company Clients have access to Oppenheimer and OAM’s considerable asset management capabilities and an array of investment products and services.
We assist our clients with their portfolio construction by recommending an appropriate asset allocation among those managers and funds we believe are suitable for their needs. Our extensive capabilities include alternative investments for qualified clients, retirement, planning and insurance.
Small Business Services and Profit Improvement
Patricia Stoner, head of Small Business Profit Improvement at the Whitlock Company, brings insight and greater profits to small businesses and professional service companies. As a seasoned CPA and member of the Whitlock Company team, Stoner not only employs her own expertise to guide your company, but that of an entire network of professionals.
Stoner allows small businesses to better navigate complex tax issues, improves their cash flow by identifying inefficiencies and can even match them with the right accounting staff. She and her team also give business owners the tools to manage their companies more effectively with Quickbooks tutorials and customized financial reports.
Strategic Business Planning
In today’s business environment, there are many options for how to manage routine operations such as bank reconciliation and bookkeeping. We can lend our expertise to these areas, and many more, with cost-effective business accounting solutions.
Succession Planning
An effective exit plan is simply good business. The sale or transfer of a privately held business is a significant financial event, and one that unfolds differently for every business owner. The Whitlock Company has guided numerous professionals through this process. With our experience as your guide, transferring ownership of your company is a smooth transition. We will also help you outline and meet your personal financial goals before exiting your business. Let us help you plan your exit strategy.
Valuation Services
Business valuations are performed by Elmer Selim for privately owned companies to determine their value for a variety of needs. Value determinations are most often requested for the following reasons:
- Gifting Programs/Gift Taxes
- Estate Taxes
- Divorce
- Buy/Sell Agreements
- Charitable Contributions
- Disruption of a Business
- Dissenting Shareholder Actions/Partner Disputes
- Mergers & Acquisitions
- Succession Planning
Employee Benefit Plan Administration and Consulting
We offer employee benefit plan administration services for all types and sizes of Missouri businesses. Our objective is to achieve the financial goals of the plan and the plan sponsor – and to ensure each plan’s qualification and tax-exempt status. Generally, federal law requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report (Form 5500 Series).
Some exceptions may apply if your business has filed as a small plan in the previous year. Call The Whitlock Company to determine whether federal law requires an audit of your company’s plan. Our employee benefit plan services include:
- Plan design
- Use of The Whitlock Company’s Regional Prototype Retirement Plan when appropriate
- Annual review of plan provisions
- Annual plan administration
- Filing of required forms
