BUSINESS CREDIT CARDS
Having the right team on your side can help your legacy thrive in four key areas: Ownership transitions
From initial business purchasing to business loans and capital management, we’ve earned the trust of clients across California who know that we understand their unique business challenges and can help meet their specific business needs. Succession planning with CB&T gives us the opportunity to extend that trust even further and build even stronger relationships that allow owners to leverage our in-depth knowledge of their existing operations. Together, we can help you create business succession plans that don’t simply address the hard numbers of sales, spending and liquidity but help you navigate the emotional impacts of this significant life change. It’s no easy task, but with CB&T in your corner, you’ve got decades of experience at your disposal to create a succession plan that both benefits family members and builds a legacy that stands the test of time. Considering a post-pandemic succession plan? Start with CB&T 1 . From selling your business to navigating pitfalls and streamlining succession planning, we’re here to help ensure your legacy lasts.
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What happens after you leave? Who takes over? When? What conditions
are in place and what does this mean for any other partners or stakeholders? CB&T advisers can help walk you through the complicated process of succession planning to ensure you’re equipped with all the information you need to make an informed decision. Wealth management 1
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Once you leave your business and get paid for the sale, liquidity management
becomes critical. Our experts can help craft an investment plan that puts your money to work for you, in the way that works best for you. Personal growth
Run your business — and earn an Amazing bonus 1 It’s your choice: cash back, rewards, or our lowest rate Amazing Rewards® Earn rewards for your business, with quick and simple redemption 2 Amazing Cash® Earn cash back on common business purchases, travel and everything else 3 Amazing Rate® Get one of our lowest rates, and simple, straightforward value
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Our teams are also here to facilitate your personal growth after leaving
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the business behind. This could mean taking care of your money while you take a much- needed break and then helping you create a philanthropic foundation that supports the causes or charities you’re passionate about. From donations to grants to disbursements and community investments, we have the knowledge and experience to underpin your plans for personal growth. Family security
Disclosure: The information contained herein may not represent the views and opinions of California Bank & Trust, a division of Zions Bancorporation, N.A. or its affiliates. It is presented for general informational purposes only and does not constitute tax, legal or business advice.
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Successful owners often spend years giving all their time and effort to the
business to provide for their families. And when it’s time for succession, family is also the first thing on their minds. How do they limit the risk of family infighting? How do they ensure family members are provided for while still leaving room for them to walk their own path? How do they rest easy knowing that children, grandchildren, and other close family members can leverage their legacy to stay financially secure?
To learn more and apply, visit calbanktrust.com/ businesscards
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See page 33 for important details and disclosures
IN YOUR CORNER ISSUE 15 | 2023
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