| Client Initiative
Business Advisory Services
Only 20% of the privately held U.S. middle market companies looking to exit by 2030, will be deemed “market ready,” and only 6% will transact at the desired value. Over the past eighteen months, Key Family Wealth’s Business Advisory Services (BAS) unit helped private business owners achieve successful transitions for their business. The net result of our business transition initiative is quite tangible: owners are able to pinpoint the value they’ve created in their businesses more effectively, articulate this value in transition, and see its real results in the size and terms of the transaction. Our process which touches on lifestyle & capital sufficiency, range of value, mental readiness for transition, and the business’s dependency on the owner, has helped owners improve their transition outcomes.