Our approach
Growing the asset that matters most — your business
Most financial advisers help you manage wealth you've already accumulated. SRL, working alongside Alain Van Loo, takes a broader view: for business owner clients, the business itself often represents the greatest concentration of value and risk in the entire financial picture. That asset deserves the same rigorous, independent perspective we bring to everything else.
Through our relationship with Assetive, SRL clients who own businesses gain access to senior-level strategic consulting across three integrated disciplines: strategy, capital, and operations.
Three pillars of engagement
Every engagement begins with a clear, analytical framework — a strategic "lighthouse" — that guides the business through complexity toward sustainable growth. This encompasses corporate development, market landscape analysis, business model creation or refinement, and growth strategy. For business owners considering a transition, sale, or succession, strategic clarity is the foundation of everything that follows. Services include strategic planning, transaction advisory, and organizational development — from aligning leadership to structuring a company for a future capital event.
With a solid strategic foundation in place, Alain and the Assetive team leverage an extensive network of capital sources to connect businesses with the right investors, lenders, and financial partners. Whether the goal is growth financing, a recapitalization, an acquisition, or preparing for an ownership transition, the capital pillar bridges strategy and execution. Alain's background as a portfolio manager and Chief Investment Officer working with family office services means your business is being evaluated with a sophisticated capital allocator's lens.
Strategy and capital only create value when translated into operational reality. Assetive's operations services include building scalable infrastructure, driving operational excellence across people, process, and technology, and providing ongoing operating partner support — from growth-stage companies laying the foundation to established businesses optimizing ahead of a transaction. This COO-as-a-Service model gives business owners experienced executive-level operational guidance without the overhead of a full-time hire.
Full scope of services
- Corporate development and growth strategy
- Market landscape analysis and business model development
- Transaction advisory and M&A guidance
- Organizational development and executive coaching
- Capital planning and investor network access
- Business succession and ownership transition planning
- Operational infrastructure and build-to-scale support
- COO-as-a-Service for growth-stage businesses
- Business valuation perspective for financial planning integration
How this connects to your financial plan
Strategic business consulting and personal financial planning are most powerful when coordinated together. SRL integrates both — helping business owner clients understand the interplay between the value of the business, personal wealth, retirement readiness, and estate planning. A growing business may be your most important financial asset and your most significant concentration risk simultaneously.
Alain also serves as a member of SRL's investment committee, contributing perspective on global markets and business conditions that informs our broader client advisory work.
Scope note
Strategic business consulting services are provided through Assetive LLC and are separate from the registered investment advisory services of Stolzer Rothschild Levy LLC. Alain Van Loo does not provide retail investment advice to SRL clients.
