Business Owners, Founders & Entrepreneurs

Turning business success into lasting personal wealth

What resources are available to business owners?

Backed by the vast resources of J.P. Morgan, we work with founders, entrepreneurs and family businesses to deliver tailored advice at every stage of your business journey. Whether you’re planning to grow, raise capital or transition out of the business, we help bridge the gap between your personal and business wealth needs.

Growing your business

From mid-stage financing through late-stage growth, your business needs capital to keep expanding. We connect you with specialists across J.P. Morgan; our Innovation Economy team is one example of a resource supporting tech businesses. Whether this is your first venture or your fifth, the right borrowing and growth opportunities can help bring your vision to life.

Meet the Innovation Economy team

Personal wealth planning

While your focus has been on building and growing your business, our experience with founders shows that the earlier you structure your personal wealth, the greater the long-term impact. Thoughtful planning can help support both the founder and the business—creating opportunities for diversification and greater efficiency over time.

Connect with an advisor

Business transition

Your story is as unique as the ambitions behind your business. A transition is no different—our advisors guide founders and shareholders through every outcome, whether passing the business to the next generation or pursuing a liquidity event such as a partial sale, full exit or IPO. For succession, we build a goals-based plan; for liquidity, we can connect you with our Corporate Bank so you can focus on what's next.

Explore your exit options

Life after the transition

For clients we’ve supported through succession or a liquidity event, planning doesn’t stop at the point of handover. Post-transition decisions are integrated into a goals-based plan designed to support your personal wealth needs—today and for generations to come.

Guidance beyond the sale

Built on your innovation. Unlock the next stage of potential with specialist guidance.

Contact us

Hear from our founders and advisors

No one understands the founder journey like those living it. Hear from founders and advisors on scaling growth and planning personal wealth.

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Maricé Brown: We’re doing a lot for entrepreneurs right now at the J.P. Morgan level — not only at the Private Bank, but I think the fact that we are present here in the U.K. from an Investment Banking perspective, a Commercial Banking perspective… we’re in a unique position to help those entrepreneurs, especially when they’re just starting, in thinking about raising money, exiting, but also planning for the future.

And so, I think that combo we provide to our clients, in terms of the types of advice on different fronts of their lives, is highly valuable for them in a place like the U.K., where a lot is happening right now. The promise here of growth, development and potential exits is really high, and we’re here to serve them along the way.

James Chilvers: We’ve had a presence in the U.K. for over 170 years, working with business, families and entrepreneurs from across the country. Our presence in Manchester, Edinburgh, Glasgow, London, Bournemouth — and the number of people we employ in the U.K. — demonstrates our commitment as an organisation to the U.K.

We are there on the whole journey for our U.K. entrepreneurial clients and families as they think through the meaning and purpose of their business and wealth is, and how they’re going to build a strategy around succession to that business, or indeed, potentially an exit from that business in the medium to long term.

MB: There’s another thing that comes up in a lot of these conversations with families, especially when it’s first-time entrepreneurs selling their businesses and going thorough exit, which is: how much is enough?

JC: I think it’s really interesting. As we speak to entrepreneurs from around the country, so few people know what their number is. So what is the amount that our family needs as a safety net or an iron reserve to continue to meet our lifestyle needs for the rest of our days? And that’s a piece of work that we regularly help and support our clients in identifying.

MB: And that’s the power of a global firm at the end of the day. When we think about bringing global resources to a local market, I think that’s one of the benefits of working with a bank like us.

JC: We are very keen to ensure that our entrepreneurial clients are surrounded by the right kinds of advisors, and often we will be asked to help them discover who those might be. We have a fantastic network of third-party intermediaries — lawyers, accountants, and others — who can be introduced to our entrepreneurial clients and support them on that journey. To ensure that they’re taking the sort of, right independent tax advice as they approach a potential business exit is absolutely crucial, and we can really help them surround themselves with the right team there.

We live in an age where things are changing fast, and not every next generation wants to take over the family business. One of the things that many business owners will think about is what legacy are they going to leave behind. What are the values that underpin the business that we founded and have grown? And what is our vision and purpose for that business, and maybe the wealth that could be generated from it?