Optimizing Business Wealth

Maximize your assets with next generation strategy

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You've invested the time and energy into making your business a success. Now it's time to extend your strategy for the future.

Whether you're still building your business—or ready to address your exit strategy—BB&T Wealth helps you formulate and execute a plan that integrates the goals you have for your business, yourself and your family.

Where are you on your journey?

Whether you own a multigenerational family business, a company destined to be sold for an optimal price or a business entity that serves as an investment vehicle, it’s never too early to have a plan for the future of your business.

  • Evaluate available options for disposition and timeframe through business transition planning to maximize value and minimize taxes
  • Ascertain the value of the business using sound methodologies, key metrics and industry benchmarks
  • Determine what drivers could increase business value and ensure processes are in place to enable the desired results

No matter what the future may hold for you or your business, ensure that everything you've worked to build is covered.

  • Carry the appropriate type and amount of insurance to hedge against the risk of a contingent, uncertain loss
  • Safeguard your business and personal property from future creditors or claims by having the right documents and business structure in place
  • Plan for contingencies by preparing a "Plan B" with appropriate legal documents and risk management programs in the event of unforeseen circumstances

Life can get complex when personal wealth and managing your business are closely intertwined, so it's important to consider and prepare for the next phase of your life after the business as well.

  • Develop strategies aligned with your goals through personal financial planning to effectively manage both your business and personal interests
  • Secure wealth for future generations with a well-developed estate plan—which is a critical tool for outlining and fulfilling your wishes during the remainder of your life and as part of your legacy
  • Find out the effect of business transition options and timing on your financial and legacy goals

Designing a plan for your company's future requires specialized expertise, and the best solution balances both sides of the picture—your family and your business.

  • Identify the skills and competencies needed for the business successors and management
  • Determine your timeline to phase-out of an active management role in favor of others
  • Detail how to communicate changes to employees, customers and others
  • Prepare family members by developing a framework of expectations and responsibilities for those reliant on the business

Ready to take the next step?

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Speak with an advisor.

Your dedicated BB&T Wealth advisor works with you to coordinate, integrate and assimilate all facets of your financial life and all segments of your financial strategy using our exclusive wealth management solutions.

Comprehensive financial planning

A strategy designed just for you that considers all of your personal needs and business plans.


With the Vantage Suite of Services, your accounts are integrated to make your financial life as convenient and rewarding as possible.

Strategic credit

Mortgages, lines of credit and customized lending solutions can be powerful monetary levers to support your overall financial strategy.

Risk management

The appropriate insurance coverage can safeguard your assets from unexpected disasters and preserve your wealth for future generations.

Retirement and investing

A detailed plan and customized investing strategy will position you to meet your short- and long-term goals.

Trust and estate planning

You can leave an enduring legacy that protects your estate while supporting your philanthropic interests.

Your priorities

Managing personal wealth

Handle everyday finances, prepare for life events and protect your wealth to achieve your financial goals.

Planning for retirement

Develop your strategy with a holistic vision that addresses every stage of your retirement journey.

Transferring wealth

Shape a legacy by protecting your assets while giving back.

Informing business decisions

Benefit from our insights. See how Intellectual Capital can help your organization grow.

Loans, lines of credit and credit cards are subject to credit approval.

Only deposit products are FDIC insured.

Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.

Insurance products and services are offered by McGriff Insurance Services, Inc.; Crump Life Insurance Services, Inc.; DBA BB&T Life Insurance Services; and BB&T Insurance Services of California, Inc., wholly owned subsidiaries of BB&T Insurance Holdings, Inc.

Investment solutions are provided by BB&T Investments, a division of BB&T Securities, LLC (opens in a new tab), member FINRA (opens in a new tab)/SIPC (opens in a new tab). BB&T Securities, LLC is a wholly-owned nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Investments are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.