CLOSELY HELD BUSINESS
Family Business Planning Solutions
Closely held businesses are fundamentally complex. While the majority of your time may be focused on daily business activities, Commerce Trust Company can help you put together a plan to maximize its future potential. Whether your primary goal is to preserve your business for future generations or position it for the highest potential liquidity event, the knowledgeable specialists at Commerce Trust Company can help you effectively and efficiently navigate all complexities involved. Our depth and breadth of experience covers a diverse range of closely held entities from operating and holding companies with real estate (including oil and gas interests) to investment companies and partnerships in nearly every industry. Providing financial and industry analysis for strategic or ongoing monitoring of business trends. Providing valuation services for monitoring investment performance or making strategic business and planning decisions. Serving as fiduciary to provide monitoring of business from the perspective of a key stakeholder. Short-term engagements such as a turnaround situation that requires immediate attention.
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