Navigating the landscape of
business transition
It's not easy to think about transitioning your business while you're still leading it and enjoying watching it grow. But not doing so can do more harm than you think.


Positioning your business for success
While it may seem like the last box to check, planning for the next generation of owners and managers well in advance usually leads to better operational, financial, and tax outcomes. Learn about the steps involved in creating a comprehensive transition plan and why starting sooner rather than later can lead to the best results for your future and that of your business.

Resources available to you:

  • Article: Have You Created a Transition Plan for Your Business’ Future?
  • Video: Giving Up the Pilot’s Seat – Wealth Planning for Business Owners
  • Article: The Well-Planned Business Owner: A Diagnostic Checklist


Getting the most value from your business
Having a realistic, market-based value for your business is critical in helping you plan for the future, prepare for unforeseen events, and achieve financial and lifestyle goals for you and your family. But valuing a business accurately isn’t easy, and there’s no magic formula. Business valuations can change over time, sometimes drastically. Learn about the process of valuation and its importance in helping you maximize the true value of your business.

Resources available to you:

  • Article: Do You Know the True Value of Your Business?
  • Video: How to Transact the Sale or Succession of Your Business
  • Article: Determining a Company’s Value


Transitioning your business & leaving a legacy
A good succession plan can help you reinforce the values that are important to you and your family. Access our resources to learn about important transition strategies, whether you plan to sell to an outside buyer, pass the business on to family members, or sell to employees.

Resources available to you:

  • eBook: Your Business, Your Life, Your Future: How to successfully transition your business
  • Video: Harnessing the Power of Planning
  • Article: Planning Is Vital for Family Business Owners


The Wilmington Trust and M&T Bank Advantage
Wilmington Trust has been helping business owners design and execute transition and wealth transfer plans for more than a century. Backed by the resources of one of the nation’s leading independent commercial bank holding companies, M&T Bank, we bring an exceptional combination of experience to every relationship we serve. We offer advice, guidance, and solutions to business owners through every phase of your journey – from starting out, growing the business, and eventually transitioning it.
2017 Business Transition
Research Report
A detailed blueprint for transitioning your business, compiled from a survey of more than 200 owners of privately-held companies.
Receive our publications
Sign up here to receive insights designed to help you succeed.





More business ownership related resources for you
Delaware Trust Advantages for Business Owners
Read more  
Business Interests Held in Trust
Read more  

Risky Business: Protect Your Company Against Threats
Read more  
Manage Your Investments as You do Your Business
Read more  



Contact Us
Matthew T. Panarese
Mid-Atlantic Region President, Wilmington Trust, N.A.
610-519-1918      Email Matthew

Share this page

         



Navigating the landscape of business transition
It's not easy to think about transitioning your business while you're still leading it and enjoying watching it grow. But not doing so can do more harm than you think.



Positioning your business for success
While it may seem like the last box to check, planning for the next generation of owners and managers well in advance usually leads to better operational, financial, and tax outcomes. Learn about the steps involved in creating a comprehensive transition plan and why starting sooner rather than later can lead to the best results for your future and that of your business.

Resources available to you:
  • Have You Created a Transition Plan for Your Business’ Future? [Article]
  • Giving Up the Pilot’s Seat – Wealth Planning for Business Owners [Video]
  • The Well-Planned Business Owner: A Diagnostic Checklist [Article]


Getting the most value from your business
Having a realistic, market-based value for your business is critical in helping you plan for the future, prepare for unforeseen events, and achieve financial and lifestyle goals for you and your family. But valuing a business accurately isn’t easy, and there’s no magic formula. Business valuations can change over time, sometimes drastically. Learn about the process of valuation and its importance in helping you maximize the true value of your business.

Resources available to you:
  • Do You Know the True Value of Your Business? [Article]
  • How to Transact the Sale or Succession of Your Business [Video]
  • Determining a Company’s Value [Article]


Transitioning your business & leaving a legacy
A good succession plan can help you reinforce the values that are important to you and your family. Access our resources to learn about important transition strategies, whether you plan to sell to an outside buyer, pass the business on to family members, or sell to employees.

Resources available to you:
  • Your Business, Your Life, Your Future: How to successfully transition your business [eBook]
  • Harnessing the Power of Planning [Video]
  • Planning Is Vital for Family Business Owners [Article]


The Wilmington Trust and M&T Bank Advantage
Wilmington Trust has been helping business owners design and execute transition and wealth transfer plans for more than a century. Backed by the resources of one of the nation’s leading independent commercial bank holding companies, M&T Bank, we bring an exceptional combination of experience to every relationship we serve. We offer advice, guidance, and solutions to business owners through every phase of your journey – from starting out, growing the business, and eventually transitioning it.
2017 Business Transition
Research Report
A detailed blueprint for transitioning your business, compiled from a survey of more than 200 owners of privately-held companies.

Receive our publications
Sign up here to receive insights designed to help you succeed.





More business ownership related resources for you
Delaware Trust Advantages for Business Owners
Read more  

Business Interests Held in Trust
Read more  

Risky Business: Protect Your Company Against Threats
Read more  

Manage Your Investments as You do Your Business
Read more  



Contact Us
Matthew T. Panarese
Mid-Atlantic Region President, Wilmington Trust, N.A.
610-519-1918      Email Matthew


Share this page