City National Bank’s Post

Building a lasting business means planning for its next chapter. At our recent Optimizing Your Business Transition Strategy panel discussion with clients in Los Angeles, City National Bank senior wealth planners and business advisors discussed one of the most important and often overlooked aspects of success, preparing for what comes next. Whether it’s keeping the business in the family or planning a sale, early preparation can help maximize value, protect legacies, and set families up for long-term success. The best transitions don’t happen by chance, they happen by design.