Transitioning your business

Are you thinking of unlocking the value you’ve created in your business? The Business Owner Advisory Services team can help you evaluate options and choose the one that’s right for you through our services provided by U.S. Bank.

We take the time to understand your goals and objectives and assess the factors that drive your business' value.

Graphic that summarizes the comprehensive five-step sales process used by the Business Owner Advisory Services team.

Comprehensive sales process

If you decide to sell your company, U.S. Bancorp Investments' five-step sales process provides a roadmap that helps ensure you're on the path to a successful transition. Our team will:

Step 1. Assist in preparing for a transaction.

Step 2. Discuss potential market value and transaction terms.

Step 3. Identify potential strategic and institutional buyers.

Step 4. Negotiate purchase offers.

Step 5. Close the transaction.

Female business advisor meeting with client

Experienced team of business specialists

You’ll work with a team of former business owners, corporate executives and investment bankers who can provide practical and objective advice. We’ve helped numerous clients achieve their financial goals.

Contact us to learn more

From our leadership

Rod Dolan, Business Owner Advisory Services

“We offer thoughtful, independent and objective recommendations that address the business and personal goals of our clients.”

- Rod Dolan, National Head of Business Owner Advisory Services.

Insights from our experts

Business owner working on laptop

Preparing a business exit strategy: Key factors to consider

Selling your business can require a significant commitment of time and effort on your part. A business exit strategy can help guide the process on your terms.

Read article
Business owner working at desk

6 tax considerations when selling your 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 article
Man and woman reviewing business plans

5 factors that can affect business valuation

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 article

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Disclosures

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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 | U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.

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U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's 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 U.S. Bancorp Investments 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.

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For U.S. Bank:

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.

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

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

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For Business Owners Advisory Services:

Business Owner Advisory Services are provided for educational and illustrative purposes only, and do not guarantee the success of any strategy or recommendation. Business Owner Advisory Services are not fiduciary in nature. U.S. Bank and U.S. Bancorp Investments serve in a non-fiduciary role when providing these services.

Business Owners Advisory Services are provided to you in your individual capacity, and only for your personal use. U.S. Bank and U.S. Bancorp Investments does not provide this advice or service to, or intended for use by, your business or to you, as an officer, director or other representative of the business.

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For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

U.S. Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.