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MASTERING THE SALE

2025 Insights for Private Business Owners

This in-depth report provides insights from 127 owners of privately-held businesses who are contemplating or have completed a private business sale, along with expert advice from BNY specialists.

News & Insights

Navigating the Crypto Landscape
Article | INVESTMENTS

Cryptocurrency has evolved from a small-scale experiment into a multi-trillion-dollar global market.

The Government Shutdown: What It Means for Investors
Article | INVESTMENTS

Look past the politics and focus on what matters to markets: earnings and interest rates.

Bubble or Is This Market Different?
Article  |  Chart of the Week

The market is paying up for future earnings, but are we in a bubble? Not in our view. Higher multiples are the new normal.

Q&A: How the One Big Beautiful Bill’s $15M Estate Exemption Reshapes Multigenerational Giving
Article  |  Business Owners

The OBBBA's permanent $15 million estate, gift, and GST tax exemption offers families unprecedented certainty in legacy planning.

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Our Client Commitment

For more than two centuries, our commitment to clients has been central to our approach and it continues to this day. 

Jose Minaya, global head of BNY Investments and Wealth, shares how we remain focused on anticipating clients’ needs, 

understanding their goals and helping them achieve financial success.

Power Your Goals
with Active Wealth


Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.

 

 <h2><span class="font-publico-pro"><span class="size-h1">Power Your Goals <br />
 with Active Wealth</span></span></h2>
<p><span class="size-h4"><br />
Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.</span></p>
<h3> </h3>

Why More Business Owners are Partnering With Us


We’ve been helping private business owners and entrepreneurs tackle their most complex business issues and open doors to new opportunities for generations. Perhaps that’s why 92% of Fortune 100 businesses are clients.1

 <h2><span class="font-publico-pro"><span class="size-h1">Why More Business Owners are Partnering With Us</span></span></h2>
<p><span class="size-h4"><br />
We’ve been helping private business owners and entrepreneurs tackle their most complex business issues and open doors to new opportunities for generations. Perhaps that’s why 92% of Fortune 100 businesses are clients.<sup>1</sup></span></p>

1 Fortune, Time Inc. ©2024

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