Private Business Advisory Solutions 

Private Business Advisory Solutions (PBAS) is a multidisciplinary team of experts who are focused on providing strategic and practical advice to private business owners and their families on business transitions, corporate governance, pre-transaction planning and maintaining a legacy business over multiple generations.

We know how hard you work to make decisions around growth, liquidity and control. Empowered with the resources of J.P. Morgan, our experienced team collaborates across the firm to help you with ownership transition, transaction execution, capital efficiency, governance and managing growth. 

Look for professionals who bring both technical expertise and a deep understanding of private business dynamics. Some key capabilities include experience evaluating growth opportunities, structuring ownership transition and optimizing liquidity outcomes. Most importantly, your advisors should understand how these decisions can affect both your business and personal objectives.

We can guide you through each step of transition planning—from initial valuation and structuring to tax optimization and execution. Our experts help you evaluate options like management buyouts, ESOP structures or third-party sales, weighing factors like timing, control, tax efficiency and legacy goals. Planning ideally begins a few years before any transition to maximize flexibility and value.

We combine strategic insights with practical execution, helping you evaluate options and make informed decisions. Our team brings both industry-specific knowledge and broad transaction experience, allowing us to address complex challenges holistically. Whether you’re pursuing growth, planning succession or exploring liquidity options, we offer tailored solutions to your specific goals and timeline.

Owning and running a business takes a significant amount of time and focus. By adding insights from J.P. Morgan on trends impacting the economic environment, your industry, the geographic markets you operate in, and the factors driving customer behavior, you can gain valuable context. This can assist business owners in considering not only near-term business planning and outlooks but also long-term investments in strategic growth opportunities that may require external capital and involve a bit more risk.