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.
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.
A Dozen Misconceptions About Transacting a Business
The next big surge of business transaction activity is being fueled by the retirement needs of aging baby boomers. Specifically, the first baby boomers turned 67 years of age in 2012.
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.
Disaster Preparedness for Businesses
As a successful business owner, you don’t want to think about your operations being interrupted by a natural disaster or other unexpected event.
Business Insurance Costs and Losses May be Deductible
Business insurance is an important protection for your business. It’s your shield against property damage, personal injury lawsuits, and other business losses.
Risk Management Considerations for Physicians
As a physician, your day is likely packed with various demands—from treating patients to managing your professional development.
Making the Transition from Employee to Partner
Making partner is an accomplishment many employees dream of their entire career.
Three Mistakes to Avoid When Rightsizing the Risk in Your Business
Developing a family legacy framework will empower your family to achieve its financial and interpersonal goals.
Retirement Planning for Business Owners Beyond the Qualified Plan
The financial planning experts at Key Private Bank share their thoughts on why all business owners should be planning for retirement now.
All In the Family: Transferring a Business to the Next Generation
Successfully transitioning a family business to the next generation requires early planning and a well-thought-out succession plan.
Selling Your Company: The Anatomy of a Deal
Selling your company? Remember that not all deals are created equal. Timothy Malloy, JD, CEPA, Wealth Specialist in Key Private Bank's Business Advisory Services.