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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.

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: The Top Financial Moves to Stay Ahead of 2021 Tax Proposals

As Managing Director of Family Wealth Consulting, Jeffrey Getty, boils down the complexity of possible Congressional tax laws into simple, proactive, actionable moves you can make now to be prepared for an uncertain future.

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.

Key Wealth Matters Podcast: An Update on COVID-19's Impact on M&A Activity

COVID-19's impact on the course of US economics and business remains foundational. According to the most recent quarterly report released by the US Commerce Department, the US economy contracted by a record 32.9% in the second quarter.

Podcast: Growing a Business in Turbulent Times

Managing Director of Family Wealth Consulting Jeffrey Getty and Directors of Family Wealth Consulting Michael Ella and Francis Brown walk through the defining characteristics of businesses that are seeing success in the COVID-19 era.

The Top 10 Questions to Determining Financial Statement Health

If you’re thinking about selling your business, it’s important to understand how your financial statements impact the valuation a prospective buyer places on your company. Your reports—in terms of depth, breadth, and quality—deliver a message about how you run your company. If there are shortcomings, a sale can be delayed, value discounted, or broken off if a prospective buyer has trouble gaining confidence in the numbers.

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.

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