Business Transition | U.S. Trust

To help meet your investment banking needs, from mergers and acquisitions (M&A) to financial restructurings and divestitures, U.S. Trust can connect you with Bank of America Merrill Lynch’s extensive resources, including access to third-party, industry-specific investment banking advice and execution through its Private Sales Referral Network.

Positioning your business for a liquidity event requires careful planning, often starting years in advance. Strategic planning can help strengthen the value of the business and create a smooth transition for everyone involved.

Whether you envision an outright sale or intend to gift your business during your life or as part of your estate, U.S. Trust and Bank of America Merrill Lynch can provide fully integrated financial solutions and expertise. With wealth management goals in mind, we strive to provide tailored advice and help align your business transition strategy to your business and personal goals.

Business Transition Planning

An integrated approach focused on the decisions that lie ahead as you prepare for and complete the sale of your business.

Intra-Family Transfer and Succession Planning

We can help you find ways to hand down your business, while retaining the level of control you want and prioritizing your personal wealth goals.

M&A Advisory

Whether you’re looking to expand your business or positioning it for sale, we can introduce you to professionals within Bank of America Merrill Lynch who can help provide guidance and expertise.

Raising Capital

Bank of America Merrill Lynch can help you navigate the complex process of capital raising needs, including taking your company public.‎

Business Growth

Capabilities and expertise to help you build and grow your business.

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Family Office

Supporting your family enterprise now and for generations to come.

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Wealth Planning

Custom tax and cash flow strategies and planning for future generations.

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General disclaimer for Bank of America Merrill Lynch.

^*Brokerage services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.

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The Owner's Journey

Experiences shared and lessons learned from entrepreneurs who successfully sold or transferred their businesses to family members.

The Owner' s Emotional Journey

Lessons Learned Before, During and After the Sale of a Business

Your Business

Putting The Success In Your Succession Plan

Capital Acumen Issue 30

Navigating Your Sale

Investing involves risk. There is always the potential of losing money when you invest in securities.

Neither U.S. Trust nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.

U.S. Trust, Bank of America Private Wealth Management operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation.

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Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services.

Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.

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Connect with us: 1.800.U.S.TRUST Click to call

Business Transitionfor Business Owners

Guidance and Strategies to Help Raise Capital, Sell or Transfer Your Business

Our Approach

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