Business Transition Solution

Begin with the end in mind

Here’s the simple truth: Business transitions are inevitable. And many companies will undergo multiple transitions over the years.

Still, nearly half of business owners don’t plan to engage in some form of business transition event—but instead, acted only when events beyond their control required a response.

It’s never too soon to start planning 

Too often, business transitions are triggered by some market, economic, or personal event. This puts you in reactive mode—often without enough time to explore all your options.

Coordinated guidance before, during, and after transition

What sets us apart?

Take the next logical step

Your business didn’t become successful overnight. It took a great deal of focus, hard work, and determination. The same holds true for a successful transition. It’s something you’ll want to actively and thoughtfully shape for yourself, your family, and the continued viability of the business. It should never be rushed.

Monetizing ownership in your business may be the most transformative financial event of your career. You can’t afford to put off planning for it—and you don’t have to go it alone. Your Truist Wealth advisor can help.

Take a deeper dive

See beyond the news with insightful articles, podcasts, publications, and videos.

Business Transition Look beyond the transaction

Transition doesn’t end when the business is sold

Transition doesn’t end when the business is sold
- Mar 10, 2025
Article
03/05/2024
Look beyond the transaction | Truist

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

Let’s take a closer look at some of the key considerations that drive net proceeds and how they ultimately can generate more wealth for you and your beneficiaries.
- Mar 10, 2025
Article
10/23/2023
8 factors that most impact your business’ net proceeds | Truist

Business TransitionDodge the pitfalls of family business transition

Middle-market business transitions are rarely simple, with family business transitions among the most complex.

Family business transitions can be complicated, and it’s only with early planning and by avoiding these 8 pitfalls that owners can steer toward a successful transition.
- Oct 24, 2023
Article
Dodge the pitfalls of family business transition | Truist

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.

Planned and unplanned transitions can introduce new risks to a business, and it’s with insurance and insurance funded benefits that owners can safeguard business value.
- Mar 10, 2025
Article
10/23/2023
Insurance Smooths Transition | Truist
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