Please ensure Javascript is enabled for purposes of website accessibility

MASTERING THE SALE

2025 Insights for Private Business Owners

This in-depth report provides insights from 127 owners of privately-held businesses who are contemplating or have completed a private business sale, along with expert advice from BNY specialists.

News & Insights

2025 Mid-Year Outlook
Video  |  Investments

Sinead Colton Grant, chief investment officer, shares our 2025 mid-year outlook and explores what it means for investors.

What You Need to Know about the One Big Beautiful Bill Act
Article  |  Business Owners

The long-anticipated One Big Beautiful Bill Act was signed into law on July 4th, making permanent key features of the 2017 Tax Cuts and Jobs Act and introducing other provisions. We break down the changes that may impact you most and offer strategies for you to consider.

Don’t Fear Investing at New Highs
Article  |  Chart of the Week

The S&P 500 recently hit another all-time high. Is it therefore time to exercise more caution? Not in our view. We see the potential for further upside, and history is on our side.

Why You Should Consider Diversifying Concentrated Stock Positions
Article  |  Investments

Investment portfolios with concentrated positions can pose significant risks to long-term investment goals. Here’s how you can diversify a concentrated portfolio.

Power Your Goals
with Active Wealth


Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.

 

 <h2><span class="font-publico-pro">Power Your Goals <br>
 with Active Wealth</span></h2>
<p><span class="size-h4"><br>
Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.</span></p>
<h3>&nbsp;</h3>

Why more business owners are partnering with us


We’ve been helping private business owners and entrepreneurs tackle their most complex business issues and open doors to new opportunities for generations. Perhaps that’s why 92% of Fortune 100 businesses are clients.1

 <h2><span class="font-publico-pro">Why more business owners are partnering with us</span></h2>
<p><span class="size-h4"><br />
We’ve been helping private business owners and entrepreneurs tackle their most complex business issues and open doors to new opportunities for generations. Perhaps that’s why 92% of Fortune 100 businesses are clients.<sup>1</sup></span></p>

Let's start a conversation.