Looking to grow or transition your business? Learn about factors that can affect business valuation, what to consider before selling or passing down your business, and how best to prepare an exit strategy. 

3 business transition options

Whether you want to keep it in the family, sell it to a third-party buyer or to employees, it’s important to start planning a business transition well before you need to.

Read more

Life insurance for business owners: Should you have it?

Just as a personal life insurance policy aims to protect your loved ones, life insurance for business owners provides a safety net for your business and the people who power it.

Read more

Qualified Small Business Stock (QSBS) and Section 1202: Tax benefits explained

If you own stock in a small business, the QSBS Section 1202 exclusion could be a valuable part of your tax planning strategy. Here’s a look at the QSBS Section 1202 requirements and who is eligible.

Read more

Do you need a small business financial advisor?

Small business owners’ business finances are linked inextricably to their personal finances. A small business financial advisor can help take the stress out of small business financial planning.

Read more

Tax implications of selling a business

Sale price is important, but more important is how much you’ll retain from the sale. The biggest variable is how taxes will impact the transaction.

Read more

Business valuation: Key factors and how to assess a business’s value

While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.

Read more

Next Step

Find an advisor or wealth specialist
Call 844-872-4724
Request a call

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

Start of disclosure content

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.