Advice for Starting Your Business

The Tax Benefits of Investing in Small Businesses

Pam Lucina, Justin Miller and John Welsh

The Qualified Small Business Stock exclusion is an extremely valuable incentive for entrepreneurs and investors. If certain requirements are met, this tax benefit can provide significant savings.

Six Key Business Value Drivers

Eric Czepyha

Identifying key value drivers in your business will help you allocate time, resources and capital to the areas of your business that will contribute the most to delivering long-term shareholder value.

The Most Important Questions Business Owners Should Ask Before They Sell

By asking themselves these questions, business owners can vet their expectations against reality, identify potential pitfalls and recognize any gaps that need to be addressed before a potential sale.

Owning a business is complex. We can help.

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Our multi-discipline team will provide you with holistic, objective advice at each stage of the business lifecycle, including:

  • Business succession planning
  • Wealth transfer and tax mitigation strategies
  • Pre-transaction planning
  • Family governance planning and next generation education
  • Post-transaction investment strategy and lifestyle planning

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Eric Czepyha

Eric Czepyha leads BNY Mellon Wealth Management’s Advice, Planning and Fiduciary Services. In this role, he is responsible for overseeing global wealth advisory, the national practice areas for business owners and family law, and fiduciary services.