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Salt Lake City Office

2150 East 1300 South,

Suite 500
Salt Lake City, UT 84106

For Businesses

Your business benefits from a full services financial advisory team working with you.

TruNorth Investment Management has experience working with business owners to craft succession plans, evaluate their corporate retirment stratagies, build and manage 401(k) plans, prepare to sell their business, and buy new businesses. 

Financial planning and strategies for businesses requires skill and know-how. There are unforeseen challenges, both personal and in your business.  We want to help you prepare and protect your investment and protect the future growth of your business.

Corporate Retirement Strategies

Corporate Retirement Strategies

TruNorth can help you figure out what type of retirement plan makes the most sense for your business.

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401(k) Plan Sponsors

401(k) Plan Sponsors

401(k) Plans need a solid team to stay competative and in compliance.  We can help you navigate the ever-changing landscape so you can provide the best plan for your employees. 

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Selling Your Business

Selling Your Business

Selling your business is an important transaction that takes time to plan and the right team to ensure a successful transition.

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Buying a New Business

Buying a New Business

Buying a business is a huge investment of time and money.  Preparation and knowledge is key to getting the most for your investment with the least amount of risk.

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