Brokerage Services

Thriving in a difficult business climate propels us to take great strides and leap in front of the competition. Our mission is to provide small and mid-sized company owners and buyers with knowledgeable, creative, professional, company brokerage and related services.


Siegel Business Valuations is qualified to value an owner’s company in preparation for sale, for fairness opinions for a partner or owner “buying in” or for “buying out” a partner or owner, estate tax purposes, divorce settlements, and independent stock valuations related to 401(k) rollover plans.

Business Financing

Siegel Financial Group can provide financing for most for-profit businesses with loans that range in size from $25,000 up to more than $25,000,000.

Financial Advisors Focused on Wealth Management & Retirement

Augustus Financial Advisors is a highly respected financial management firm founded in 1985 by Rebecca Gill. The company has grown into a team of 20 financial advisors including sixteen Certified Financial Planner™ professionals who evaluate, implement, and nurture your financial future. Our clients include individuals, families, trusts, corporation pension plans, and non-profit organizations. We're an ideal fit for people looking for assistance from a professional manager who want long-term planning in conjunction with regularly scheduled review meetings. Face-to-face meetings or telephone conferences are scheduled three times a year, while additional meetings or telephone consultations can be arranged as needed.