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Business Transition for Business Owners

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

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. 

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.


Our suite of services encompasses three key areas: pre-transaction business planning, pre-transaction personal planning and investment banking. 

Pre-transaction business planning1, 2

  • Review of strategic alternatives
  • Transferability of value
  • Internal and external deal teams
  • Transaction process guidance

Pre-transaction personal planning1

  • Cash flow modeling
  • Trust and estate planning
  • Pre-sale liquidity planning
  • Philanthropic services

Investment banking2, 3

  • Mergers and acquisitions advisory services including sale of businesses
  • Private capital raises
  • Initial public offerings
  • Debt financing and recapitalizations

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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