Let's build your perfect transition plan.

Transitioning a businesses is a long-term goal filled with opportunities. We'll help you capitalize on them.

You deserve a team of experts who advise from your side of the table. Business Advisory Services works with business owners like you to evaluate your business and personal situations and prepare you for transitions such as transfers, sales or exits. See how our multidisciplinary approach can help you capture, maximize, protect and transfer the wealth you've built in your business.

Our Expertise

The Four Cornerstones of Tax

Rollover, exclusion and deferral techniques
Estate-free and transfer techniques
State income tax and net investment income tax reduction
Post-sale tax reduction strategies

Strategic Solutions for Critical Business Owner Needs

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. We'll start by performing a comprehensive Strategic Business Assessment, which includes identifying and mitigating risks, value enhancements, capital structure and refinancing considerations, expansion considerations, and tax and entity analysis,

Let's Talk

One of our Business Advisory Services Advisors will connect with you to set up a private consultation.

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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).

Key Family Wealth is the marketing name under which KeyBank National Association (KeyBank) provides a range of financial products and solutions.

KeyBank and its affiliates do not provide tax or legal advice. This material is for informational purposes only and does not constitute tax or legal advice. The information contained herein should not be used in substitution for consultation with professional tax, accounting, legal, or other competent advisors. The strategies and concepts discussed herein are complex and may be speculative and involve a high degree of risk, including the risk of tax penalties. Before execution or implementation of any strategy discussed herein, you should consult with your personal tax and/or legal advisor.

Any models, projections, or estimates contained herein are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. All results use simplifying assumptions that do not completely or accurately reflect your specific circumstances. Small changes in facts, assumptions, or circumstances can have a substantial impact on the results shown.

This information has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions or projections contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates. KeyBank makes no assurance that any particular strategy will be successful, and, to the extent this material concerns tax matters, it is not intended to be used and cannot be used for the purpose of avoiding penalties that may be imposed by law.

Investment products and services are:

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY