What is Truist Business Lifecycle Advisory?

It starts by partnering with you to understand where your business has been, what it needs right now, and where you envision it going. Once we lay the groundwork through candid conversations, our team of trusted advisors proactively brings tailored solutions and opportunities for every stage of your business lifecycle.

What makes Truist Business Lifecycle Advisory stand out?

Contextualized advice

Situational knowledge across industries allows us to anticipate your needs and deliver tailored advice.

Comprehensive lending platform

Approach your lending options confidently with strategic, customized capital solutions.

Truist Business Insights

You’ll get a strategic roadmap including an industry review, financial performance, and solutions that meet your goals.

Advisory content

Financial knowledge and expertise are available to you in multiple formats—whatever works best for you.

Collaboration and teamwork

We leverage the Truist enterprise to bring you the breadth and depth of our solutions to fulfill your evolving needs.

Transition advisory

We are equipped to advise you on strategic capital structure and transition strategies, and other complex capital needs.

Typical business lifecycle

Here’s a quick look at the progression of a business in phases over time.

Early

The business is focused on launching products or services and is consistently implementing new ideas.

Growth

The business solidifies its stance in the marketplace, turning its focus inward as it builds teams and hires higher level operations staff.

Established

Established businesses often have a strong cash position and grow through acquisition or spinoffs of other product lines.

Transition

This is a time for opportunities to partner with larger companies, reinvent the company, introduce new ownership or start a new cycle.

Navigating pivotal moments Purple PaperSM

Pivotal moments can affect your personal life as well as your business. It’s important to have a team in place that’s preparing you, your family, and your business for the future.

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KRIS: I knew it the moment that I met you that it was going to be a great

relationship. You know, I thought, okay, this is… this is a guy that can get

things done.

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TRUIST CLIENT & BUSINESS OWNER

MATT: Yeah.

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KRIS: But I think that you’re watching out for our business as much as… as

much as I am.

MATT: The best thing that I can do for you and your company is working behind

the scenes when you don’t even know that I’m there working, to be that

extension of your business.

KRIS: Any time that I can be out in front of a customer, that’s the sweet spot for

me.

SUPER: WHEN YOU START WITH CARE,

YOU GET A DIFFERENT KIND OF BANK.

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