Business Transition Planning Guide

Meet Comerica’s Business Advisory team

With offices across major markets nationwide we ensure we're always within reach.
In moving to the next business stage, it's key to align strategic planning with both business benefits and personal goals. This is where our financial expertise proves invaluable. We help you choose a transition strategy that supports business success and aligns with your future vision, through tailored alternatives to suit your unique needs.

Robert Buchanan, SVP
ASA, CFP®
National Practice Leader
Business Advisory
Comerica Wealth Management

Bio & Contact

Lloyd E. Drumm, SVP
Senior Business Owner Advisor
Comerica Wealth Management

Bio & Contact

Simplify your business's transition journey

Connect with Comerica's Business Owner Advisory team to ensure your business moves seamlessly into its next phase. By carefully examining every option and alternative, Comerica is dedicated to guiding you towards the successful evolution of your business.

Expert advice, tailored to you

Bob Buchanan and the dedicated team at Comerica offer customized business transition planning services. Our expertise in handling a variety of business sizes and complexities means we can craft the perfect transition strategy for your unique situation, supporting a smooth journey to your desired outcomes.

Complex capital structure
Diverse shareholder group
Family business
Multiple lines of business
Shareholders with different goals and timing

Financial conversations with Bob and Lloyd: Watch now

Ready to get started?

Schedule time with the Strategic Wealth and Business Advisory team today!

Get in touch

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