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Managing Your Business

Business growth & strategies.

Keep reaching the goals you’ve set for your business at every stage. Gain the news and information that matter.

Your Greatest Illiquid Asset – Your Business and How to Maximize Its Value

Whether you are looking to cash in now or thinking about holding onto your business for several more years, it makes sense that you look after your largest illiquid asset and consider the timing of a potential transition. 

Manage Your Business: How the ABCs of an F Reorganization Can Help Sell Your Business

This tax-free structure is frequently used as part of a presale strategy for changing certain undesirable attributes of an operating company such as a name change or reincorporation.

2022 Year-end Tax Planning Strategies for Business Owners

US tax policy changes remain top of mind for many closely held business owners in 2022. Major tax changes for businesess in recent years have resulted in a major corporate tax rate reduction, generous expensing and depreciation rules for businesses and a passthrough qualified business deduction for non-corporate entities.

Selling Your Company in 10 Steps: What You Need to Know About Investment Banks

Our experience at Key Private Bank is that approximately 50% of business owners will choose to sell their business to a third party. And just as most homeowners use an expert (a real-estate agent) to sell their house, many transitioning business owners will hire an expert in the form of an investment bank to sell their companies.

Privacy Preferred: Selling a Business Through a Silent Trust

Creating irrevocable trusts now for the benefit of children or charities for tax reasons can be an effective strategy for protecting those assets.

8 Ways Tax Proposals Could Affect Private Business Owners

With the midterm elections approaching and global tax reform initiatives gaining attention, the viability of passing new tax legislation appears to be in limbo. Nevertheless, it is beneficial to understand how current tax law proposals contained in the 2023 budget proposal (The Green Book) could affect privately held business owners.

Unlocking Opportunity Series: Honey I Shrunk the Balance Sheet – Asset Protection Planning for Business Owners

It is estimated that one lawsuit is filed every thirty seconds in the US, and about one in every ten adults are sued each year.

Unlocking Opportunity Series: Top 10 Questions Business Owners Have Regarding Transitions

It’s commonly held that three out of four private business owners will want to transact in the next decade. Yet of the 20-30% who do, three-quarters regret their decision. Why?

How Late Is Too Late? When Is It Too Late to Implement Pre-Sale Tax-Saving Strategies?

With a focus primarily on charitable gifts, our article How Late Is Too Late? When Is It Too Late to Implement Pre-Sale Tax-Saving Strategies? sorts through the timing requirements that must be met for you to gain substantial tax advantages.

Unlocking Opportunity Series: Dealing with Disruption: Managing Transition Options Amid Uncertainty

Family Wealth Strategist Carey Spencer hosts this fast-paced discussion with Managing Director of Family Wealth Consulting Jeff Getty and Consulting Director Joel Redmond as they outline the disruptors and misconceptions swirling around business transition options.

Unlocking Opportunity Series: I Have an Unsolicited Offer for my Business – What Should I Do?

So, you were approached, spontaneous and unsolicited, with a compelling offer for your business. Maybe it was more than you expected. What comes next? Should it be considered more than you expected?

How to Minimize Taxes When Selling your Company’s Stock

Tax planning is essential when a small business owner contemplates a future sale of stock in the business. If the owner hasn’t prepared for the sale ahead of the sale, taxes may take a big bite out of the profit.

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