SUCCESSION PLANNING:
WHAT’S YOUR EXIT STRATEGY?





When the time comes for you to sell your business or step aside, there are three primary strategies for succession planning to consider:

- Sell to a strategic buyer through a merger or acquisition (M&A)
- Sell to a financial buyer (such as a private equity firm)
- Transfer to a family member or business partner


Having the right experts in your corner can make all the difference. Texas Capital Bank offers a full suite of financial services administered by dedicated and experienced bankers who understand business succession and succession planning. They’ll work with your legal counsel, financial advisors and investment bankers to craft a plan that will best help you meet your goals — whatever they may be.

To discuss the future of your business, contact a Texas Capital Bank relationship manager at 214.932.6611.

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About Texas Capital Bank
Texas Capital Bank delivers highly personalized financial services to businesses, the individuals and families who run them, and other members of our communities. We are headquartered in Texas and work with clients throughout the state and across the country. Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI) and is recognized as one of Forbes’ Best Banks in America.

About Texas Capital Bank Private Wealth Advisors
We’re much more than just a business bank. At Texas Capital Bank we understand the inherent connection between business and personal goals. With experienced financial professionals and a commitment to putting our clients first, we’ve become the private wealth group of choice for Texas businesses and the people who run them.

 

RJFS (and its Financial Advisors), Texas Capital Bank, N.A., and their respective employees do not provide tax or legal advice to outside entities. Educational content is not intended as tax or legal advice for any recipient, nor should it be relied on as such. Taxpayers should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or legal counsel. Texas Capital Bank, N.A. and Texas Capital Bank Private Wealth Advisors are not a registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency; are not deposits or obligations of the bank; are not guaranteed by the bank; and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with the financial institution or the investment center. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the authors and not necessarily those of RJFS or Raymond James.

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