Family and Closely Held Business Consulting

The Closely Held Business Group at The Commerce Trust Company specializes in helping business owners with the process of business succession. Business transition planning is not a "one-size-fits-all" service. There is no one formula, so single path to success. All plans must be custom tailored.

Our experienced team:

  • Reviews your current situation and introduces new business succession planning possibilities through active partnership with you and your advisors
  • Provides ongoing, active oversight of your business in the capacity that you define to ensure long-term success
  • Coordinates the review of and the necessity for establishing a working board of directors or its enhancement through collaboration with outside experts to assist in business governance and supervision
  • Advises and supervises the sale of a business to family members or third parties, if and when appropriate
  • Provides ongoing asset management of the proceeds from a business sale
  • Works closely with your attorney and other advisors throughout the process


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  • Mutual funds, annuities, and other investment products:
    Not FDIC-insured May lose value No bank guarantee