Owner to Owner Fall Issue 2024

October 23, 2024
  • Capital Partners
In this issue of Owner to Owner, we review the business environment as we enter fourth quarter 2024 and explore how departing leaders can smoothly transition from owning a business. We also lay out strategies for business owners to make the most of the current gift tax exemption amounts, and take a look at key findings from our second annual Private Business Owner Survey.

The Business Environment Q4 2024

Michael Conti, Jack Goryl, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.

Thriving After Change: Helping Departing Leaders Let Go

Many leaders struggle to separate their identity from their business, which is why openness to exploring a future for themselves represents a crucial turning point. We lay out several steps owners can take to begin their journey to a successful business transition.

How Business Owners Can Maximize the Gift Tax Exemption in 2025

In anticipation of the sunset of the 2017 Tax Cuts and Jobs Act exemption amounts, BBH Senior Wealth Planner Stacia Kroetz reviews how business owners can make the most of the currently high exemptions while they are still available.

Second Annual Private Business Owner Survey

Our survey reveals how private business owners are addressing current technology trends, future succession planning, and family communication dynamics. Explore the results.
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The Business Environment Q4 2024

Michael Conti, Jack Goryl, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.

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