Time to Read: 5 minutes
Although growing a business is a notable achievement, the journey doesn’t end there. Eventually, you may need an exit strategy that not only maximizes the value of your company but also enhances your well-being after the sale. For a comprehensive view of what goes into a successful business transition, see below.
Why operational oversight may matter as much as investment performance over time.
Developing an exit strategy well in advance of the sale of your business can make a big difference in the outcome. At BNY Wealth, we understand the personal importance of your business, as it may serve as the primary source of income for you and your family. That’s why preparing for the sale of your business requires careful planning well in advance of the transaction.
The death of an owner of a closely held business puts enough strain on operations without the added pressure of estate tax liability. In today’s challenging economic environment, forcing liquidity within nine months of an estate event can be detrimental. This may lead to a fire sale of the business or an unfavorable reallocation of resources, harming future growth and cash flow.
In 2025, the passage of the One Big Beautiful Bill Act (OBBBA) permanently increased the federal estate and gift tax exemption, providing greater legislative certainty and new opportunities to preserve wealth across generations.
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