The Relyance Bank Way
Handing over key business positions can be tricky. You're working hard to upkeep normal, day-to-day activities, while your business is undergoing major internal changes. And managing major financial details like share allocation, tax, and estate information can be a lot to take on all at once.
Some relief can come from things like estate planning and life insurance, but it certainly doesn't stop there. Business succession planning also requires transferring the trust and overall respect that has been built throughout the years. At Relyance Bank, we can help you get a grasp on the entire picture and successfully transition all aspects of your business — even starting before the succession takes place.
Without having your head in administrative tasks and paperwork, you have the ability to focus on your business needs, garnering capital today. Remove a major headache at a pivotal time by utilizing the expert guidance that Relyance Bank can provide.
Investments within the Wealth Management department are not bank deposits or obligation of, or endorsed or guaranteed by, Relyance Bank, nor are they insured by the Federal Deposit Insurance Corporation ("FDIC"), the Federal Reserve Board, or any other agency and may lose value.