Family Business Planning Solutions
Our depth and breadth of experience covers a diverse range of closely held entities from operating and holding companies with real estate (including oil and gas interests) to investment companies and partnerships in nearly every industry.
Each situation is unique and our solutions are tailored to the needs of our clients.
While some situations may require only limited consulting or oversight of company operations, others require more comprehensive involvement by our team to include: reviewing business plans, reviewing financial results and meeting with company management, and in certain situations serving as a director or officer of the company.
Customized Solutions for More Substantial Ownership Positions
Commerce Trust can provide tailored solutions that address client-specific needs whether through an agency arrangement or fiduciary capacity for situations that involve a large block or controlling interest in an operating company.
Financial and Industry Analysis
Providing financial and industry analysis for strategic or ongoing monitoring of business trends.
Providing valuation services for monitoring investment performance or making strategic business and planning decisions.
Serve As Fiduciary
Serving as fiduciary to provide monitoring of business from the perspective of a key stakeholder.
Short-term engagements such as a turnaround situation that requires immediate attention.
Interim engagements to provide for oversight of the business and ultimate transition to beneficiaries of trust or employees of the company at some time in the future.
Business Valuation Services
Coordination of business valuation services for estate, tax and other business needs.