Specialty Services
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As a business owner, the equity you have in your company is one of your most critical parts of your portfolio. Protect your investment with specialty services offered by Merrill Lynch. Work with your Merrill Lynch Financial Advisor to maximize the value of your firm, determine the most profitable exit strategy, or insure yourself or your company against catastrophe.

Business Sales and Capital Solutions

Analyze your goals and assess the best options for ensuring smooth business succession. Merrill Lynch’s Private Sales Referral Network arranges introductions to specialized, independent investment banking firms that can provide business sale, merger, acquisition, and recapitalization services.

Endowment Management

501(c)(3) nonprofit organizations can manage their cash and investment portfolios together through the Merrill Lynch Endowment ManagementSM Account (EMA®) service. This innovative and useful service lets you sweep idle cash automatically into deposit accounts.
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Insurance

Don’t let catastrophe affect the value of your company. Preserve and protect your closely held business against the sudden death of an owner or principal with these life insurance options.


For more information call 1.866.4MLBUSINESS (465-2874) or e-mail us at AskMLBiz@ml.com.

Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, not a bank, and the WCMA account is not a bank account. Banking services are provided by licensed banks or by third parties through arrangements with licensed banks. Unless otherwise indicated, investment products are not FDIC-insured, not guaranteed by a bank and may lose value.

Endowment Management is a service mark of Merrill Lynch & Co., Inc.

EMA is a registered service mark of Merrill Lynch & Co., Inc.

Merrill Lynch and its representatives do not provide tax, accounting or legal advice. Any tax statements contained herein were not intended or written to be used, and cannot be used for the purpose of avoiding U.S. federal, state or local tax penalties. Please consult your own independent advisor as to any tax, accounting or legal statements made herein.

The Merrill Lynch Private Sales Referral Network is a service through which Merrill Lynch clients are referred to independent third party investment banking firms.