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.
Building a thriving business is the culmination of hard work and vision. Our business advisory services will be here for you every step of the way, with expert guidance and financial tools from day one to post-transition. Our proprietary Active Wealth forecasting and planning tools will help reduce administrative burdens, allowing you to focus on transitioning to the next phase of your life.
A proven track record backed by a heritage of excellence.
Fortune, Time Inc. © 2024
Based on BNY Wealth's 2023 Client Satisfaction Survey
The decision to sell your business will impact your life both financially and personally. Thoughtful planning in advance of the sale, building the right deal team and understanding how your life—and—tax situation will change after the sale can make all the difference. We offer guidance to help you confidently navigate each stage of the business transition. Whether you're in early stages of planning or ready to take action, our team of experts is here to help you succeed.
If you are considering transitioning out of your business some point in the future, it is important to plan for it years ahead. Here are steps to consider to best prepare.
When it comes time for a business owner to transition or sell their business, taxes tend to be one of the most important considerations. Over the past several years, income tax reductions in the form of credits and deductions as well as reduced tax rates included in legislation have increased the value of businesses.
Estate tax strategies, such as Graegin loans, are essential in preventing potential estate tax liability that can devastate the business upon the death of the owner.
Are you prepared to sell your business? Ryan Szczepanik, senior wealth strategist at BNY Wealth, explains how to ensure the process is carried out thoughtfully and thoroughly, producing the best possible outcome.
This material is provided for illustrative/educational purposes only. This material is not intended to 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. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. 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. The Bank of New York Mellon, DIFC Branch (the “Authorized Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorized Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA. In the U.K. a number of the services associated with BNY Wealth’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818. Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is registered in England No. 1118580 and is authorized and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Trust Company (Cayman) Ltd. This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors. This material is a financial promotion in the U.K. and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland.
BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
Banking services are provided by BNY Mellon, N.A. Member FDIC.
©2025 The Bank of New York Mellon Corporation. All rights reserved. WM-705715-2025-03-18
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.