Meet the 2017 Exit Planning Summit Title Sponsor: BNY Mellon Wealth Management

EPI is pleased to announce and introduce the 2017 Exit Planning Summit Title Partner: BNY Mellon Wealth Management

BNY Mellon Wealth Management clients represent some of the most successful individuals, families and institutions around the world. We focus on protecting and growing our clients’ wealth through customized strategies and services. An important aspect of wealth protection is helping our clients through transitions—and exiting a business is one prime example of when families need a strong team supporting them.


Exit planning needs to be viewed as a strategy…not an event.


By partnering with the Exit Planning Institute (EPI), we strive to work closely with its members to develop a strategy that supports business owners. We realize that business owners often view exit planning as purely a retirement strategy. However, starting early and establishing a solid transition plan not only prepares the business owner for unexpected events, but can also increase the value of the business and the likelihood that the business will sell. A successful business owner engages a team of trusted advisors who work together to create a transition plan well before the time comes to actually exit the business. Along with M&A attorneys and advisors, CPAs, investment bankers and valuation specialists, we believe a wealth manager is an important part of this team.


In some cases, business owners, and their specialized advisors, are so focused on the actual transition of the business’s assets that they overlook the personal elements of the process, such as cash-flow needs, lifestyle goals and family governance issues, among others. We have worked closely with many business owners who did not engage with a wealth manager until after the sale, and we have witnessed some of the missed opportunities and regret these clients have experienced. The key to avoiding these missteps is to consider all elements of the process well in advance of the transition. A wealth manager can offer that big picture view, while working alongside a client’s team of advisors focused on their individual areas of expertise.

With our experience, we look forward to our involvement with the EPI and its members. By working together, we can offer the best service to our clients.


Featured Content

We invite you to explore our content, developed by the our experts, and distributed to help spread awareness in the industry and business owner communities.  At BNY Mellon Wealth Management, we further support our clients with thought leadership articles and white papers.


Here are some of our top articles that business owners have found most useful as they prepare for the important transition of selling their business. In Successful Business Transitions Start With Early Planning, we emphasize that the best way to ensure a smooth transfer is to start planning sooner rather than later. Navigating the M&A Market supports the importance of early planning and outlines the key steps to facilitate a successful sale. Each month we publish our latest Investment Update, which includes insights into BNY Mellon’s market return expectations that form the basis of our investment guidance.


Quick Download Links:

Successful Business Transitions Start with Early Planning

Navigating the M&A Market

Investment Update


For more information go to or follow us on Twitter @BNYMellonWealth.

BNY Mellon Wealth Management is a leading wealth manager. In 2016, it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 8th largest U.S. wealth manager in 2016. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has nearly $205 billion in total private client assets, as of December 31, 2016, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.

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