The power of partnership

This Truist Purple Paper® explores how our holistic approach can benefit your business today, tomorrow, and beyond.

Download the Purple Paper (PDF) about the power of partnership.

What is Truist Business Lifecycle Advisory?

It’s a mindset. It’s our mantra. It’s how we approach every client relationship. And it all starts with a deep understanding of you and your business. Then, we draw on the resources of the entire bank to develop proactive solutions.

Financial market and industry advice

Contextualized advice reflects our deep knowledge across financial markets and industries.
Solutions that map to your goals

A strategic roadmap with solutions helps you to meet your goals.
Seeing the full picture

A holistic view of your needs helps to align personal and business finances.
Navigating change in your industry

Industry specific advice helps when industry dynamics are shaping your company’s path forward.
4 stages of business

Recognizing the challenges of each business stage helps us provide solutions that get you moving toward your goals.

Finding your footing and balance

Early
Building a solid foundation and setting the stage for future growth
Optimizing finances and operations

Established
Maximizing returns on investment, enhancing performance, and finding efficiencies
Identifying more resources and markets

Growth
Maintaining a profitable status quo and finding resources to support growth
Reimagining your business and your future

Transition
Reinventing the business for a new growth cycle and exiting the business

CASE STUDIES

Partnering throughout the business lifecycle and beyond

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Service Minds

Residential services—HVAC, electrical, and plumbing

Truist solutions:

     

  • Financial support through loans and a line of credit as the business grew from one to 12 locations 
  • Mergers and acquisitions (M&A) advisory to help sell the company to a buyer with the right cultural fit 
  • Transition advisory including ongoing wealth management

    •  

Learn more about how Truist Securities helped repair services.

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Willow Designs

Asphalt road construction— paving equipment

Truist solutions:

     

  • Early stage advice on improving cash flow 
  • Business line of credit to support growth
  • Small Business Administration (SBA) loan for the construction of a 15,000 square foot facility which tripled the company’s workspace

    •  

Learn more about how Truist Securities helped infrastructure innovators.

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Aprio

Accounting and business advisory services

Truist solutions:

     

  • Financial support as the company, which launched in 1952, transitioned into a new stage of growth
  • Term loan to support a targeted M&A strategy 
  • Line of credit to increase access to working capital 
  • Lockbox service to digitize and accelerate payment collection

    •  

Learn more about how Truist Securities helped advisory firm.

How Truist can help

Talk to your relationship manager about how Truist Business Lifecycle Advisory can help guide your company through each stage with financing solutions, budgeting support, strategic planning, and industry-specific insights.

Download (PDF) about the Power of Partnership.

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.

Contact us

Helpful links

Business Insights
Truist Business Lifecycle Advisory
Business Resource Center
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