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Strategic advice resources
Expand your knowledge with resources for better business strategies. Stay up to date with trending topics, insights, and research.
Explore strategic advice content on a variety of topics
Strategic Advice Dealing with a dramatic market shift
When things are changing fast, will you be able to keep up?
Strategic advice What does it mean to become employee-owned?
Providing employees with a stake in the company may have financial benefits and challenges.
Truist Business Lifecycle Advisory Strategies to access capital in the early stage
Learn what it takes to secure funding before you’ve secured your place in the market.
Strategic advice The importance of achieving financial agility
How to position your company for success—no matter what the economy brings
Truist Business Lifecycle Advisory Seizing opportunities in the established stage
Your place in the business lifecycle may change how you weigh the pros and cons of business transformation.
Strategic advice Navigating industry-specific risks and opportunities
How Truist helped businesses find tailored solutions for industry-specific needs
Client success stories Creative financing helps a music publisher thrive in a complex industry
Truist Securities led the way on a record-breaking $700 million financing deal for Kobalt Music.
Strategic advice Adjusting to changing regulations
Tips and trends to help you refine your compliance efforts.
Client stories Finding the right investor sparks growth for renewable energy developer
Truist Securities found an equity investor that matched Doral Renewables’ financial needs—and their vision.
Client story Aluminum recycler lays the groundwork for sustainable growth
Owl’s Head Alloys is expanding into new markets with help from Truist.
Client stories Taking a defense contractor to new heights
When Albers Aerospace needed a bank that could help them level up, Truist led the way.
Strategic advice Maximizing your resources in the early stage
Make the best use of your employees and funds to set up future success.
Strategic advice Making payment technology a strategic capability in 2025
4 ways payment solutions can help protect and grow your business
Strategic advice How cash flow strategies may evolve in 2025
Change is coming, and your company’s cash-flow strategy may change too.
Strategic advice Managing debt in a growing business
Use debt strategically to reach your growth goals.
Strategic advice Optimizing cash management in times of company transition
How a big change for your company also changes your cash strategy
Strategic advice Is a spinoff right for your company?
What to consider before deciding to divest
Strategic advice 4 effective ways to grow your customer base
Smart strategies to expand your customer base and drive business forward.
Strategic advice Smart investments to strengthen customer relationships
Putting money toward these strategies may help build loyalty and provide positive ROI.
Strategic advice Minimize complexity while embracing growth
Minimize complexity while embracing growth
Strategic advice The impact of digital solutions: 3 real-life scenarios
How three Truist relationship managers helped their clients streamline operations, cut costs, and fight fraud
Strategic advice Finding capital to fund growth: 3 real-life scenarios
How Truist helped three businesses reach their growth goals
Strategic advice How to manage costs while growing your business
5 smart strategies for meeting your growth goals while staying on budget
Strategic advice Achieving and financing organic business growth
Effective strategies to grow your company from within
Strategic advice 3 steps for a more resilient commercial real estate strategy for business owners
Advice and insights to navigate current and future market changes
Strategic advice People strategies that pay off in enterprise growth
Video miniseries: Talking talent
Strategic advice How to acquire a business: A 3-phase guide
Knowing what to expect is the first step on the journey to successful buy-side M&A.
Strategic advice An Alaska Native Corporation builds profit for a higher purpose
The Kuskokwim Corporation is thriving thanks to Truist’s ability to provide it with cost savings and better access to capital.
Strategic Advice Equipment acquisition: The benefits of long-term thinking
Using strategic equipment financing to strengthen your company
Strategic advice Upskilling, cross-training, and 3 more ideas for a stronger workforce
The importance of prioritizing employee development as your company grows
Strategic advice Leveraging the industry lifecycle for business success
How understanding industry trends can help you meet your business goals
Strategic advice 5 positions to consider adding to your executive team
Role-specific in-house leaders can provide unique insights to drive you forward.
Strategic advice 3 things to know about key risk indicators
Asking the right questions can help your company get a better grip on risk management.
Strategic advice When to invest personal capital back into your company
Learn about when it can benefit your financial goals and contribute to smart financial management.
Investment Banking Insights from Truist Securities MedTech “Doc Rounds” day
Learn about the progress of the latest MedTech developments from our panel of specialty physicians.
Strategic advice Long-term strategies for optimizing your supply chain
Three ways to effectively keep your supply chain moving
Strategic advice Supporting a future-focused advisory firm through accelerated growth
Learn how Truist helped an established accounting and business advisory firm reinvent itself through an innovative expansion plan.
Strategic advice Helping a repair service entrepreneur flip the switch on business transition
Learn how Truist Business Lifecycle Advisory made a life-changing event easier for this business owner.
Strategic advice Paving the way to growth for an infrastructure innovator
Learn how a banking partnership with Truist helped one client get access to capital to expand his workspace and grow his business.
TRUIST BUSINESS LIFECYCLE ADVISORY How businesses benefit from the Truist Business Lifecycle Advisory approach to growth
Helping companies meet their goals through local knowledge and industry expertise
Investment Banking Uncertainty as a driver of creativity
How we use challenges to drive collaboration: A Q&A with Tom Hackett, CEO, Truist Securities
Strategic advice Healthy-aging pioneer accelerates growth into new markets
Truist Securities’ healthcare industry expertise is helping Biote expand its product line and brand awareness.
Strategic advice Baking purpose into commercial real estate development
Investing in a transitional neighborhood
Strategic Advice Cable network doubles revenue and staff with significant acquisition
Truist Securities’ expertise in media and M&A sets the stage for success
Strategic advice Redefining his market: One client’s 3-step story of global expansion
Meet architectural stone supplier William Thayer, the artisan and owner shares how a virtual banking relationship with Truist helped him expand global presence
Strategic advice Blend high tech and high touch for a full customer experience
This true omnichannel strategy meets customers where they are.
Truist Business Lifecycle Advisory Recalculate risk with an expanded approach to business insurance
The advantages of putting process and trust ahead of transaction
Truist Business Lifecycle Advisory Are you in a business transition—or about to be?
Learn about the types of transitions and how Truist Business Lifecycle Advisory can help.
Strategic advice Technology helps commercial concrete company boost revenue tenfold
Lifecycle advice for a competitive edge
Strategic advice Balance short-term and long-term goals to drive consistent results
Strategies for addressing what’s now and what’s next—at the same time.
Strategic advice Why do I need an M&A advisor for my next deal?
Navigate unexpected challenges of due diligence, negotiation, financing, and transition.
Strategic adviceTrends report: Research on today’s complex consumer mindset
Delivering on personalization, privacy, and values
Truist Business Lifecycle Advisory 4 equity financing strategies for early-stage businesses
Consider these questions and insights when seeking and vetting potential investors.
Truist Business Lifecycle Advisory Is now the right time for rebranding or restructuring your business?
Major moves can have a major impact—but so can more agile, incremental changes.
Truist Business Lifecycle Advisory The value of industry specialization in business lifecycle advisory
Learn how our approach delivers highly differentiated solutions to help you level up.
Truist Business Lifecycle Advisory Beyond transactions: The added benefits of Truist Business Lifecycle Advisory
How relationship banking can benefit your business—and how Truist brings the approach to life every day
Strategic adviceWhy digital transformation is essential for business growth
Digital frameworks unlock cost savings and deliver a strategic advantage
Truist Business Lifecycle Advisory Research report: Leveraging the power of Truist Business Lifecycle Advisory
Where it came from, how it evolved, and why it works so well
Strategic adviceIs now a good time to expand your business?
Tips for speeding business growth in an uncertain economy
Strategic advice Too much of a good thing
When extracting equity makes sense
Strategic adviceOpinion: Shift from debating about recession to preparing for the future
Financial risk management insights from a Truist expert
Strategic advice How To Help Workers Adapt to New Technology
New technology can improve your bottom line and streamline operations—if employees know how to use it. Here’s how to create workforce training for all levels.
Strategic advice The Costs & Benefits Of Reaching Net-Zero Emissions
Many companies tend to think of emissions reduction as a cost. Instead, companies should consider decarbonization a strategy that can lead to new growth opportunities.
Strategic advice How a Mission Statement Can Help a Family Business Thrive
A family mission statement can spark passion in future generations and help sustain the legacy of your family business. Learn more about how to make it perfect.
Strategic advice How mergers and acquisitions can help solve for today’s business challenges
Merger and acquisition activity boomed since the start of the pandemic. Here’s how M&A is helping solve for labor, supply chain, and other recent impacts on business.
Truist Business Lifecycle Advisory Truist Business Lifecycle Advisory: The approach that brings the team you need
Meet the key partners we’ll seat at your table throughout your business lifecycle
Truist Business Lifecycle Advisory Truist Business Lifecycle Advisory: At a glance
What it is and how it can help your business achieve more
Truist Business Lifecycle Advisory Protect your wealth: When business and family intersect
How Truist Business Lifecycle Advisory uses a holistic view to address your complex needs.
Strategic advice Plan ahead for a rewarding transition
No matter how much you love your business, you may dream of starting a new chapter in your life—retirement, community work, or even a new, different business.
Strategic advice The instant replay
Every successful journey is a series of smart steps. No matter where you are in the life of your business, taking the right steps now can set you up with confidence for future growth.
Strategic advice Evaluating employee stock ownership plans
An employee stock ownership plan (ESOP) can be a winning strategy for your business, but misconceptions about these plans could cause you to miss out on their potential advantages.
Truist Business Lifecycle Advisory Develop a more qualitative approach to succession planning
Make smoother leadership transitions with these tips and tactics.
Truist Business Lifecycle Advisory Market expansion: Tips to take your business into new geographies
Get ready to seize the growth stage with a bold plan.
Truist Business Lifecycle Advisory Evolving your challenger mindset as an established company
How to prevent workplace complacency—and keep your business thriving
Truist Business Lifecycle Advisory Getting to know you: Topics your Truist relationship manager will discuss with you
Conversation starters and key questions for every stage of the business lifecycle
Strategic advice Tighten up on expenses to boost profitability
Four keys to controlling costs and raising profits.
Strategic advice Cut your way to greater profits
One of the most effective—and easiest—ways to grow profits is to manage costs. Controlling expenses allows your business to keep more of every sales dollar, efficiently use precious capital, and maintain a competitive edge.
Strategic advice 6 factors to consider before entering an international market
Evaluate the opportunities, challenges, and risks your product or service will face.
Strategic advice Building ESG into your supply chain partnerships
Let’s talk: ESG and your supply chain
Truist Business Lifecycle Advisory What business lifecycle stage are you in—and why is it important?
Have ongoing conversations to solve for evolving needs
Strategic advice4 solid strategies to boost enterprise value amid economic uncertainty
Think offensively—and defensively—to set your business up for success in any condition.
Strategic advice How to prepare your business for a recession—whether one comes or not
Hedge against a future downturn with these proactive strategies.
Truist Business Lifecycle Advisory Q&A: How can understanding your business lifecycle stage be a competitive advantage?
Advice to elevate your business, from Jason Cagle, head of Industry Specialization and Advisory at Truist Commercial Banking.
Truist Business Lifecycle Advisory Investing in leadership development throughout the business lifecycle
Get advice on nurturing the leaders who will help shape your company.
Strategic advice Get a handle on overseas sourcing
Is importing worth the risks?
Strategic advice Lowering the cost of capital
Here’s how to build an optimal capital structure that can help your business reach its growth goals.
Strategic advice 5 things to know about accurate business valuations
Figuring out the magic number of a business's value can make—or break—a deal. Accurately valuing a business requires both art and science.
Strategic advice Considerations before entering global markets
Key resources to guide your journey
Strategic advice The team your business needs
Get to know some of the financial and industry experts who can help your business grow.
Strategic advice The supply chain and global conflict: Strategies for success
Global conflict can disrupt supply chains, affecting your business. Learn more about these strategies to help you stay ahead of global supply chain issues.
Strategic advice Merging for success
There are many factors that play a role in a merger, so it’s best to lay the foundations for success early on. Here’s how BD&K Foods made it happen.
Strategic advice Dynamic communities: A business transition
When it came time to transition his business, Andy Hafer, founder of Dynamic Communities, found resources with his bank to make the change easier.
Strategic advice Insurance smooths transitions
Business transitions can often provide the key to unlocking a company’s value. Transitions, including mergers, leadership changes, equity investments, or business sales can monetize your business’s assets and future earnings to generate the cash that fuels the next phase of your life.
Strategic advice Staffing firm evolves while helping others
Learn how a partnership with Truist led to significant growth for Veredus.
Strategic advice A creative approach to export working capital
Learn how a partnership with Truist led to significant growth for Veredus.
Strategic advice Transitioning at the Top
Know you got full value for your business.
Strategic advice 5 ways to boost your company's valuation
When it’s time to sell your company, you’ll naturally want the highest price. You’ve put a lot of time and hard work into making your business a success. It’s your most precious asset, and your sales price should reflect that.
Strategic advice Five ways to expand value and lift prices
Getting paid for the value you deliver is essential to sales, growth, and profits. Recognizing opportunities to increase value allows you to raise prices when demand is high or to hold the line on prices when economic or competitive pressures rise.
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Here's what you can expect with Truist. Strategic advice at every stage of your business' lifecycle. Custom financing options to help your business manage cash flow and risk. A partner who sees your vision—and cares to work just as hard to reach it.
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