SOLUTIONS
At BNY, we’ve been advising business owners and entrepreneurs for more than 240 years. Our wealth management and business succession planning services can help you address your business needs today, and in the years to come.
Whether you're starting, expanding or crafting a business exit strategy, our team will collaborate closely with you and your professional advisors. All while providing the requisite resources and expertise to assist with your toughest business challenges and most promising opportunities.
We work with all types of business owners including early-stage founders and entrepreneurs. Some services we provide include defined benefit plan management, banking, funding, cash flow and investment planning, and corporate entity and governance structure.
Thinking of selling or developing a succession plan for the next generation? The sooner you start, the better. We can help with everything from assembling a deal team and business lending, to tax mitigation strategies and succession planning.
Deciding to sell is a personal decision. We can help with just about everything else, including escrow and custody services, a detailed bid comparison, pro forma net worth statements, even post-sale cash flow and tax optimization solutions.
You’ve sold or transferred your business. Now what? We’re here to help with services that include post-transition investment, insurance and tax strategies, family governance planning, family office services and strategic giving.
You built the business. But are you fully prepared for what comes next? Our three-minute assessment helps evaluate financial, operational and personal readiness helping you navigate the next chapter.
A proven track record backed by a heritage of excellence.
Fortune, Time Inc. © 2024
Based on BNY Wealth's 2025 Client Satisfaction Survey
Our report, “Insights for Private Business Owners—Mastering the Sale,” offers first-hand views and advice from 127 privately held business owners, plus actionable insights from BNY Wealth experts.
Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities.
When selling or transitioning a business, few factors are as important as taxes. With the recent tax changes made by the One Big Beautiful Bill Act (OBBBA), strategic planning can make a significant difference in what business owners keep and what they pass on.
Our guide to early planning can help maximize the value of the company.
Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.
Key strategies to minimize capital gains tax on the sale of your business include income tax mitigation to reduce immediate impact, rollover and exclusion techniques to defer or eliminate gains, and estate-freezing techniques to mitigate taxes on future appreciation. With complex rules and shifting tax laws, BNY Wealth can help incorporate your vision for the transition of your business into a well-defined, tax-efficient strategy.
Business succession planning involves thoughtfully transferring ownership of your business to family, key employees or outside buyers. It helps ensure a smooth transition, provide for your future financial needs, preserves business value, protects your legacy, and can prevent operational and financial disruption, family and employee conflict and tax inefficiencies. Advance planning ensures you have adequate time to identify successors, establish governance and implement strategies that align with your long-term vision.
A strong business exit strategy includes early planning, ideally at least three years in advance. It also requires assembling the right team of expert advisors to assist with preparing for life after the sale—with guidance on investment strategy, tax planning, family governance, family office services and philanthropy. Our history of partnering with business owners and their advisors uniquely positions us to help you navigate the complexities of the sale and manage your wealth post-sale.
Ready to take the next step in securing your business's legacy?
Contact us today to learn how BNY's wealth management, business succession planning,
and transition solutions can help you achieve your goals.
The information on this website is for informational purposes only and does not constitute legal, tax, investment, or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation.
BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
Banking services and credit services, which are subject to application and credit approval, are provided by BNY Mellon, N.A., Member FDIC.
Investment products are not deposits, not FDIC insured, not bank‑guaranteed, and may lose value.
BNY Wealth will not provide products or services where those products or services are not permitted under applicable law or under firm policies. See Jurisdiction Disclosures.
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