Privately Held Businesses

We understand the challenges of managing, expanding, and transitioning or selling a business. You need a partner who will respond rapidly and connect you with the resources you need.

Financing an Acquisition

When opportunity knocks, you need to be able to take advantage. Whether you’ve been awarded a contract that requires capital commitments or the perfect acquisition candidate becomes available, we can help you arrange financing tailored to your needs.

Working With a Commercial Lender

Attracting and Retaining Employees

Finding and keeping valued employees can be a challenge for businesses. Having a high-quality retirement plan included in your benefits package can make a difference. Boston Private’s retirement plan advisory specialists can help you navigate the fiduciary responsibilities and establish your plan. 

Learn About Retirement Plan Advisory

Solutions for Privately Held Businesses

It’s common for privately held businesses to have a shared sense of commitment and loyalty. Partnering with us is no different, because no matter what stage your business is in, we’ll invest the same level of dedication to help it grow.



Meet the Wexler's. This is their WHY.

Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.

Case Study | Planning a Succession

A son in his late 60s owned a 50-year-old family business. His goal was to transition the business to the next generation—eight cousins who had not yet been involved in the business.

He faced three main challenges:

  • Actively re-engaging distant family
  • Establishing a formal governance structure
  • Creating a strong new leadership team

Our Solution

To determine the services most appropriate for the Business Owner, his Client Advisor first employed our time-tested approach to planning by fully assessing his needs. With his situation defined, the experts at Boston Private Wealth Family Office Services then designed and implemented six custom solutions for his needs.

Read Full Case Study

Success Stories

Expanding a Manufacturing Plant
We provided a construction loan, traditional commercial mortgage, an Industrial Development Bond, and an SBA 504 loan.

Assisting Tech Companies with ESOP
We advised on the financing structure and provided an ESOP term loan and a line of credit to support growth.


Growing Through Acquisition​
We provided a term loan and expanded the company’s line of credit to finance this "growth through acquisition" opportunity.

Succession Planning
We provided advice on succession strategies as well as guidance for minimizing the impact of taxes and expenses, while maximizing distribution to heirs, third parties or charities. Based on our clients' retirement goals, we crafted a portfolio that provided the income to enjoy retirement while addressing other objectives like paying for children’s college and paying off the mortgage.

Related Services

Commercial Lending
We understand the special credit needs of privately held,  family-owned and multi-generational businesses and have extensive experience crafting tailored credit solutions that help you achieve your goals. 

Business Banking

Demand Deposit & Money Market Accounts
We’ll help you select a combination of deposit accounts, money market accounts, and short- term investments designed to meet your yield, liquidity, and safety objectives.


Cash Management Services
We offer a full range of treasury and cash management services and will work closely with you to meet the specific cash flow cycles of your business.

Retirement Plan Advisory
We help your employees retire successfully. We work with businesses and nonprofit organizations to design and implement a high-quality retirement plan customized for your firm.

Our Thinking


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