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.
Guidance that grows with you
Truist Business Lifecycle Advisory
What can business lifecycle advisory support do for my company?
Learn how our holistic approach can help you navigate decisions, embrace transitions, and achieve your financial goals.
Learn how our holistic approach can help you navigate decisions, embrace transitions, and achieve your financial goals.
Component ID : "accordionGridLayout-1422909007"
Model : "disclaimer"
Position : "left"
Speaker 1:
This is your business. You put your time and energy into keeping it rolling. It's smart to have a financial partner who can help you make your next move and see what's around the bend.
That's where Truist Business Lifecycle Advisory comes in. Our relationship doesn't start and end when you need a loan. With Truist, you have a relationship manager who will bring you tailored advice and solutions throughout the stages of your business, and it all starts with a conversation. We ask questions to get to know you and your business inside and out. What motivates you, what challenges you're facing, what goals you're working toward. These factors often depend on where you are in the business lifecycle. Are you in the early stage where all your money is going into the business? Is your business growing and in need of working capital to help? Are you well established and looking for efficiencies and investments? Or are you thinking about a transition such as selling your business or starting over with a new vision?
Each stage has its own goals, and so do you. As you guide your business through the stages, we go with you. Along the way, we bring in partners from across the bank to create an ever-evolving ecosystem of support around you and your business. As you're building your enterprise, you may need smart cash flow strategies. When facing challenging industry dynamics, you may want insightful advice to guide you, and as your assets grow, you may need personal wealth planning. In business, change is a constant. That's why our partnership is too. Let's see where we can go together.
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.
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.