Business Planning

Helping small and middle market business owners with key strategic needs such as access to capital, corporate retirement plan administration and a variety of exit strategies.
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.
Learn more about 6 Keys to Building a Startup
Access & Opportunity Podcast: From Harlem Corner to Household Brand

Access & Opportunity Podcast: From Harlem Corner to Household Brand

The path of a multicultural entrepreneur can be winding and frustration. Richelieu Dennis, co-founder and CEO of Sundial Brands, shares how he built his multimillion dollar beauty brand.
Learn more about Access & Opportunity Podcast: From Harlem Corner to Household Brand
Your Responsibilities as a Retirement Plan Sponsor

Your Responsibilities as a Retirement Plan Sponsor

Did you know many of your employees could be relying heavily on your company’s retirement plan to save for the future?
Learn more about Your Responsibilities as a Retirement Plan Sponsor
What are incentive stock options?

What are incentive stock options?

Learn more about employee stock options, which give you the right to purchase shares of your company’s stock.
Learn more about What are incentive stock options?
Executive Financial Services

Executive Financial Services

Our Executive Financial Services team is dedicated to the needs of corporate executives and holders of concentrated positions.
Learn more about Executive Financial Services
Global Plan Stock Services

Global Plan Stock Services

Morgan Stanley can connect you with resources to address challenges and achieve success with company sponsored equity plans.
Learn more about Global Plan Stock Services
Morgan Stanley #1 in Rule 144

Morgan Stanley #1 in Rule 144

Morgan Stanley’s Executive Financial Services Specialists can help you navigate reporting requirements and regulations.
Learn more about Morgan Stanley #1 in Rule 144
Morgan Stanley Financial Wellness

Morgan Stanley Financial Wellness

We offer a corporate financial wellness program for your employees to help reduce financial stress and empower them to reach their financial goals.
Learn more about Morgan Stanley Financial Wellness
Why Choose Morgan Stanley Global Stock Plan Services

Why Choose Morgan Stanley Global Stock Plan Services

Company-sponsored equity plans represent a significant investment in your employees and your company. They may also present challenges in the increasingly complex environment of comprehensive equity planning.
Learn more about Why Choose Morgan Stanley Global Stock Plan Services

Products and Services for Business Planning

Cash Management and Capital

The lifeblood of any business is cash, whether accessing capital or managing receivables and payables. We can help review the strategies you have in place and, if appropriate, share alternatives to consider.

Business Planning

Focusing on the factors that make a difference in your business —from your perspective on ownership, control and liquidity, to the key challenges and opportunities you may face.

Succession and Exit-Planning

Planning ahead is vital as you look toward the next chapter of your business’ history. Whether selling a business—in whole or in part—or passing one on, we can help craft a variety of different exit strategies.

Retirement and Benefits

Helping businesses review employee benefits including retirement, stock incentive plans, nonqualified deferred-compensation plans and employee-retention strategies
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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