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Managing Your Business

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.

November 2019
Managing Your Business

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.

November 2019
Managing Your Business

The 54 Value Factors: Your Company Through the Eyes of a Buyer

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
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