Privately Held and Family-Owned Businesses

Helping business owners achieve their vision of success

Objective advice and capital as you navigate private business ownership

Your vision for your business is yours and yours alone. When working with privately held and family-owned businesses, we begin by developing an understanding of your business’s values, capital needs, governance structures, succession plan, and long-term strategic objectives, then build a plan to help you grow your business, strengthen governance and communication practices among stakeholders, and ultimately transition your business – all in line with your values and definition of success. As a privately owned business ourselves, we leverage the full resources of the firm to help other business owners achieve their goals.

2023 Private Business Owner Survey

BBH presents its 2023 Private Business Owner Survey, which was conducted to see how owners are addressing current economic conditions, future succession planning, and family communication dynamics. Read the results.

Advice on Issues Facing Your Company

Business owners are confronted with myriad issues and decisions every day. No matter your situation, we act as a trusted partner and provide objective, actionable advice to help you achieve your business and personal goals.

Capital to Grow and Support Your Business

Capital can take many forms. BBH works with you to understand your business and industry in order to provide debt or equity capital in a manner that will best help you support or grow your business.

Guidance for Family Businesses as They Prepare for and Navigate Transition

Whether you are a founder or next-generation owner-operator of a family business, you will be confronted with a complex set of issues specific to both family and family business ownership. We provide family businesses with advice, insights and resources on a range of topics related to family business ownership.

Family Office Advisory to Manage Life’s Complexities

Through our experience working with families, we have found that many who require a family office have generated wealth from the ownership of a private business. We collaborate with private business owners to create a family office to achieve all manner of business and personal objectives.

Owner to Owner Spring Issue 2024

In this issue of Owner to Owner, we look at the business environment so far in 2024, explore how to cultivate innovation and motivation in family and privately-owned businesses, discuss the benefits of creating a family constitution, and give an update on the Corporate Transparency Act.

Strategies for Successful and Open Business Communication

Executive Director of the BBH Center for Family Business Ben Persofsky discusses four strategies for improving communication in a private or family-owned business.

As a more than 200-year-old private partnership, we are uniquely positioned to understand the needs of our private business owner clients.

Solutions to help you achieve your business objectives

  • Corporate Advisory

    Objective and actionable advice to help our clients achieve their unique business and personal goals

  • Corporate Banking

    Value-added capital for privately held companies with excellent credit profiles

  • Center for Family Business

    Consultative advice and capital to help family business owners address their unique challenges

  • Family Office Advisory

    Custom advice and solutions to help you achieve your objectives and manage life’s complexities

  • BBH Capital Partners

    Active investors in lower middle-market private equity providing customized junior capital solutions

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This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.


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