Guidance that grows with you

Truist Business Lifecycle Advisory

What can business lifecycle advisory support do for my company?

Learn how our holistic approach can help you navigate decisions, embrace transitions, and achieve your financial goals.

Learn how our holistic approach can help you navigate decisions, embrace transitions, and achieve your financial goals.

Purple Paper

Transforming macroeconomic uncertainty into opportunity

Our latest Purple PaperSM focuses on the future and what business leaders can do to mitigate risks while harnessing opportunities.

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.


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


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


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


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.

Stay informed and get connected

Looking for fresh thinking and new insights to help uncover opportunities for your business needs?

Connect with a Relationship Manager

Work with a partner who sees your vision and has the resources to help you achieve it. We’re ready to focus on the specific needs of your company—and where you are in your business lifecycle.

Existing Truist clients are encouraged to contact their relationship managers with inquiries related to commercial products and services.

Helpful links

Sign up for monthly articles on Business Insights

Sign up to receive our business insights, thought leadership, and client success stories that can help inspire your next bold business move.

Please enter a first name
Please enter a last name
Please enter a valid email address
Please enter a company name
I'm also interested in: Please select a campaign option