Transferring to the next generation. Selling to a third party. Just stepping away. Your business is such a huge part of you that it’s difficult to think about how you’d even begin to make a transition, let alone envision a future without it. It’s a hard decision — and a personal one.
Guidance and Strategies to Help Raise Capital, Sell or Transfer Your Business
Our Approach
Positioning your business for a future liquidity event requires careful planning, often starting years in advance. Our Business Owner Strategic Services team understands all that’s involved in this complex process, offering you continuous support and high-touch service throughout your business transition, no matter where you’re located.
We can help business owners plan for both their business objectives and personal needs. We’ll provide a team of professionals to help deliver the right solutions for you. As your needs change, Bank of America strives to help keep your transition strategy aligned to your professional and personal goals.
Services
Our suite of services encompasses three key areas: pre-transaction business planning, pre-transaction personal planning and investment banking.
Related Solutions
1 Services offered by Bank of America Private Bank.
2 Services offered by BofA Securities, Inc.
3 Private Sales Referral Network is specifically designed for clients with privately held companies that sit within the “Lower Middle Market” and are not a fit for our internal investment bank. These companies generally have trailing EBITDA of $2 million or more. Investment banking boutiques in the Private Sales Referral Network are registered broker-dealers with the SEC. Each operates independently, is not an agent of Bank of America, N.A., BofA Securities, Inc., and/or Merrill Lynch, Pierce, Fenner & Smith Incorporated, and will be the exclusive provider of investment banking services.
“Bank of America” and “BofA Securities” are the marketing names used by the Global Banking and Global Markets divisions of BofA Corp. Lending, other commercial banking activities, and trading in certain financial instruments are performed globally by banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Trading in securities and financial instruments, and strategic advisory, and other investment banking activities, are performed globally by investment banking affiliates of BofA Corp. (“Investment Banking Affiliates”), including, in the United States, BofA Securities, Inc., and Merrill Lynch Professional Clearing Corp., both of which are registered broker-dealers and Members of SIPC and, in other jurisdictions, by locally registered entities. BofA Securities, Inc., and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA.