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 * Strategic Wealth Management for Entrepreneurs and Business Owners


ENTREPRENEURS AND BUSINESS OWNERS


STRATEGIC WEALTH MANAGEMENT FOR ENTREPRENEURS AND BUSINESS OWNERS

At Barclays, we are committed to supporting entrepreneurs at every stage of
their business ownership journeys. To that end, we have produced a series of
publications addressing the key strategic issues one needs to consider during
the life cycle of business ownership - one that spans the formation, growth,
transition and post-exit phases.


STRATEGIC LIFE CYCLE OF BUSINESS OWNERSHIP


Formation
Growth
Transition
Post-Exit








GENERAL INQUIRIES


ERROR IN MULTILISTINGCTA COMPONENT


LIFE CYCLE PHASES

 * Forming a business
 * Growing a business
 * Transitioning the business
 * Post-Exit considerations


PUBLICATIONS

 * Vol. 1: Forming a business [PDF,3.7MB]
 * Vol. 2: Growing a business [PDF,3.5MB]
 * Vol. 3: Transitioning to family members [PDF,3.7MB]
 * Vol. 4: Pre-IPO planning [PDF,3.4MB]
 * Vol. 5: Pre-Sale planning [PDF,3.7MB]
 * Vol. 6: Post-Exit considerations [PDF,3.9MB]

Diversification does not guarantee a profit or protect against a loss.

Investing in securities involves a certain amount of risk. You are urged to
review all prospectuses and other offering information prior to investing. Past
performance is not a guarantee of future performance. This material is provided
by Barclays for information purposes only, and does not constitute tax advice.
Please consult with your accountant, tax advisor, and/or attorney for advice
concerning your particular circumstances.

"Barclays" refers to a Company in the Barclays PLC group of companies.

Neither Barclays in the US nor its Wealth and Investment Management employees in
the US render tax or legal advice. Please consult with your accountant, tax
advisor, and/or attorney for advice concerning your particular circumstances.

Barclays does not guarantee favorable investment outcomes, nor does it provide
any guarantee against investment loss.


Barclays Bank PLC is registered in England and authorised by the Prudential
Regulation Authority and regulated by the Financial Conduct Authority and the
Prudential Regulation Authority. Registered No. 1026167. Registered Office: 1
Churchill Place, London E14 5HP.

The wealth management products offered by Barclays in the United States clear
through, and where applicable, assets are custodied by, Pershing LLC, a
subsidiary of the Bank of New York Mellon Corporation. Pershing LLC is a member
of FINRA, NYSE and SIPC.


Barclays offers wealth management products and services to its clients through
Barclays Bank PLC ("BBPLC") and functions in the United States through Barclays
Capital Inc. ("BCI"), an affiliate of BBPLC. BCI is a registered broker dealer
and investment adviser, regulated by the U.S. Securities and Exchange
Commission, with offices at 745 Seventh Avenue, New York, New York 10019. Member
FINRA and SIPC.


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