Sign On

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

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
Managing Your 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.

August 2019
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
Managing Your Business

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.

April 2018
Managing Your Business

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.

April 2018
Managing Your Business

Risk Management Considerations for Physicians

As a physician, your day is likely packed with various demands—from treating patients to managing your professional development.

April 2018
Managing Your Business

Making the Transition from Employee to Partner

Making partner is an accomplishment many employees dream of their entire career.

April 2018
Managing Your Business

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.

December 2016
Managing Your Business

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.

December 2016
Managing Your Business

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.

December 2016
Managing Your Business

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.

December 2016