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Be Prepared for What You’re Planning

When you’re thinking about selling your business, we help you weigh your options effectively. If you determine that selling is a long-term goal, we help you position your business for maximum returns. Wondering about the tax implications of a sale or need to understand how your business impacts your estate? We explore your opportunities and build custom business plans to help you reach your goals.

Business Transition Series

Unlocking Opportunity Workshops

Transition your business with confidence.

Our expert speakers walk you through strategies, plans and steps business leaders use to build proactive transition strategies for their businesses.

Register Now

Business Advisory Services Include:

Business Optimization

  • Identify untapped potential and enhance value. Align your business and personal affairs with your goals, and develop a long-term business plan to unlock revenues and efficiencies inherent in your business.
  • Find creative funding mechanisms. Follow a creative corporate finance strategy for growth for single family office and private equity recapitalizations, S and C corporation ESOPs or private debt offerings.

Business Transition Services

  • Analyze exit options. Know the pros and cons of every exit channel. Our thorough strategic option analysis can help minimize transition risk, negotiate higher sale prices and make the deal making process run more smoothly.
  • Explore transition and transaction plans. Receive the guidance you need to help identify, select and coordinate with the buyer that is right for you. Plus take advantage of tactical advice as needed, or work with an advisor to take your business transition plan from valuation to a signed purchase agreement.
  • Plan pre-transaction strategies. Before a business sale or transition, personal and business tax and legal strategies can include everything from understanding exposure and creating opportunities in the nuances of the deal to building sophisticated comprehensive income and estate tax plans.

Personal Wealth and Estate Planning

  • Plan for goals. We’ll design and implement plans to help you and your family accomplish your combined wealth goals.
  • Prepare your legacy. Successful legacy planning involves much more than preparing a wealth transfer. It requires that a family define and commit to a shared vision and mission that contributes to longevity and unity.
  • Analyze post sale opportunities. Post-sale planning analysis including accelerating deductions, establishing a qualified plan, charitable deductions, prepayment of state income taxes and tax harvesting.

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Related Articles and Information

Managing Your Business

How to see your company through a buyer's eyes.

In the world of mergers and acquisitions, sophisticated buyers consider a host of factors when evaluating a company. These factors include the tried and true business-related areas like operations, financials, legal and regulatory—yet also venture into economics and the personal values and business acumen of the owner.

September 2019 How to see your company through a buyer's eyes.
Managing Your Business

The top seven strategic business transition options.

Many successful business owners we speak with choose their transition option based on something they have heard from an unreliable source. This could be from other business owner friends who might have already transitioned their business.

August 2019 The top seven strategic business transition options.
Managing Your Business

Four questions to answer before transitioning your business.

Most business owners approach planning for the transition of their business as a highly secretive topic and assume if they take a low-key approach they won’t raise suspicion from their employees, suppliers, customers, competitors, or even worse – their banker.

August 2019 Four questions to answer before transitioning your business.

Key Private Bank is part of KeyBank National Association (KeyBank). Bank and trust products are provided by KeyBank.

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KeyBank does not provide legal advice.