Business Advisory Services
Our business is business transitions, and we know it better than anybody.
Be Prepared for What You’re Planning
When you’re thinking about selling your business, we help you weigh your options effectively. If you determine that selling is a long-term goal, we help you position your business for maximum returns. Wondering about the tax implications of a sale or need to understand how your business impacts your estate? We explore your opportunities and build custom business plans to help you reach your goals.
Business Advisory Services Include:
Business Optimization
- Identify untapped potential and enhance value. Align your business and personal affairs with your goals, and develop a long-term business plan to unlock revenues and efficiencies inherent in your business.
- Find creative funding mechanisms. Follow a creative corporate finance strategy for growth for single family office and private equity recapitalizations, S and C corporation ESOPs or private debt offerings.
Business Transition Services
- Analyze exit options. Know the pros and cons of every exit channel. Our thorough strategic option analysis can help minimize transition risk, negotiate higher sale prices and make the deal making process run more smoothly.
- Explore transition and transaction plans. Receive the guidance you need to help identify, select and coordinate with the buyer that is right for you. Plus take advantage of tactical advice as needed, or work with an advisor to take your business transition plan from valuation to a signed purchase agreement.
- Plan pre-transaction strategies. Before a business sale or transition, personal and business tax and legal strategies can include everything from understanding exposure and creating opportunities in the nuances of the deal to building sophisticated comprehensive income and estate tax plans.
Personal Wealth and Estate Planning
- Plan for goals. We’ll design and implement plans to help you and your family accomplish your combined wealth goals.
- Prepare your legacy. Successful legacy planning involves much more than preparing a wealth transfer. It requires that a family define and commit to a shared vision and mission that contributes to longevity and unity.
- Analyze post sale opportunities. Post-sale planning analysis including accelerating deductions, establishing a qualified plan, charitable deductions, prepayment of state income taxes and tax harvesting.
Let's Talk
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.
KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney before making any tax-related investment decisions.
Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
