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Truist Business Lifecycle Advisory

Collaboration built on care. We’re invested in your success—and we’re ready to address your changing needs across every stage of your business lifecycle.

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.

Download now (PDF) to read the purple paper.
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TITLE: TRUIST

REAL STORIES OF CARE

LEGAL: Real Truist teammate and client paid for their testimonial.

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.

SUPER: KRIS

TRUIST CLIENT & BUSINESS OWNER

MATT: Yeah.

SUPER: MATT

TRUIST COMMERCIAL BANKER

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.

LOGO: Truist

Truist.com/Care

LEGAL: Truist Bank, Member FDIC. © 2023 Truist Financial Corporation. Truist, the

Truist logo and Truist Purple are service marks of Truist Financial Corporation.

Truist Real Stories of Care

Truist commercial relationship managers help clients achieve success.

Business Resource Center

Expand your knowledge and stay up-to-date with trending topics and research.

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    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.

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    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

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    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
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    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

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