Business Investments
Helping local businesses succeed
Complete Business Financial Solutions
Our Investment Executives Kate DiMascolo and Robert Martin help you create succession strategies and retirement plans that ensure your business thrives for generations.
Business Succession Planning
- Business valuations help you understand your company’s worth and succession timeline
- Family succession planning ensures smooth transitions to the next generation
- Third-party sale preparation maximizes your business value when selling
- Tax-efficient strategies1 minimize estate taxes and maximize family wealth
Employee Retirement Solutions
- 401(k) plan setup helps you attract and retain top talent with competitive benefits
- SEP-IRA and Simple IRA options provide flexible retirement solutions for small business
- Profit sharing plans align employee interests with company success
- Plan compliance support ensures your retirement plans meet all regulatory requirements
Business Investment Services Menu
Our Investment Executives provide specialized services designed to protect your business legacy and provide competitive employee benefits. Choose the solution that matches your current priorities.
Business Succession Planning
Comprehensive succession strategies that ensure your life’s work continues successfully to the next generation.
Features
- Business valuation coordination
- Family transition planning
- Tax optimization strategies1
- Third-party sale preparation
- Key employee succession plans
Business Retirement Offerings
Competitive retirement benefit packages that help you build a loyal workforce.
Features
- 401(k) plan setup & management
- SEP-IRA and Simple IRA options
- Profit sharing plan design
- Compliance support services
- Employee education programs
Why Businesses Choose Us
Your Business Planning Journey
From startup employee benefits to succession planning, we’ll guide you through every stage of your business’s financial evolution with strategies that adapt as your business grows.
Ready to Plan Your Business Future?
Don’t leave your business legacy to chance. Schedule a consultation with our Investment Executives and discover how we can help you build, protect, and transfer your life’s work successfully.
Business Planning Questions & Answers
Get answers to the most important questions about business succession planning, retirement plans, and investment services for Massachusetts businesses.
What is business succession planning?
Business succession planning prepares for the transfer of ownership and leadership when you retire, become unable to work, or want to sell your business.
When should I start succession planning?
Start planning 10 years before your intended exit. .Our investment team can help you evaluate your timeline and develop a strategy that aligns with your personal and business goals.
What retirement plans work for small businesses?
We offer 401(k), SEP-IRA, Simple IRA, and profit sharing plans. Our Investment Executives help you choose the best fit for your business size and goals.
Who are your Investment Executives?
Kate DiMascolo and Robert Martin are our licensed Investment Executives, affiliated with Osaic Institutions, providing personalized business financial guidance.
How do you coordinate with my other advisors?
We work closely with your attorney, accountant, and other professional advisors to ensure all aspects of your business planning are properly coordinated.
Start Your Business Planning Today
Our Investment Executives Kate DiMascolo and Robert Martin are ready to help you create a comprehensive business strategy that protects your legacy and provides for your employees’ future.
1 Consult your tax advisor.
IMPORTANT: Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape & Coast Financial is a trade name of Cape & Coast Bank. Osaic Institutions and the Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.