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Business Transition for Business Owners

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

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

Our Approach

Positioning your business for a liquidity event in the future 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, we 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 who can help provide guidance and expertise.

Raising Capital

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


Related Solutions

Building your Business

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


Family Office

Supporting your family enterprise now and for generations to come.


Wealth Planning

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



Create and shape a legacy that aligns with your family’s philanthropy goals

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