Planning
When planning for your business’ future—including life after transition—there’s a lot on the line. You need somebody who understands all aspects of the deal. Not just the mechanics of its structure, but also your family’s personal wealth needs. Someone who can help coordinate all the necessary resources and ensure that everyone’s working together.
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Thinking beyond financial capital
Transitions are complex undertakings, with a lot of moving parts. And they raise plenty of questions:
- Where do I begin—and how soon should I start?
- Who can I talk with to discuss all the liquidity options?
- How do I minimize any adverse tax implications?
- Will a transition align with my trust and estate planning goals?
- How do I set up my family for success?
- Can I support my lifestyle and philanthropic goals?
Our core mission: To help you fully understand the impact a transition will have on your family.
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Ready for better solutions?
Get started by finding a Truist Wealth advisor.
Business Transition Look beyond the transaction
Transition doesn’t end when the business is sold
Business Transition8 factors that most impact your business’ net proceeds
Have you ever heard the phrase ‘maximizing enterprise value?’ For many business owners, it’s their primary focus as they contemplate a potential business sale
Business TransitionDodge the pitfalls of family business transition
Middle-market business transitions are rarely simple, with family business transitions among the most complex.
Business Transition Insurance smooths transition
Most business owners, investment bankers and deal brokers have one thing in common. They all tend to view an M&A transaction as the finish line—the consummation of the owner’s professional journey.
Business Transition Private equity adds its spark to business transitions
Business transitions, like the sale of a company, an acquisition, a restructuring, or a CEO change, are common in the middle market with 77% of businesses having experienced a transition in the past five years or expecting one in the next five.1 Transitions often provide the spark for improvement and innovation that keep a middle-market business moving forward.
