Case Study: Helping A Company—And Its Executives—Through Transition

Dan Sullivan
February 19, 2019

When a client comes to us for guidance on these issues, we take an all-hands-on-deck approach by bringing in experts from our banking and private wealth management teams to evaluate the situation from all angles.

At CIBC Private Wealth Management and CIBC U.S. Commercial Banking, we have many clients who own and run successful businesses. For many small business owners, succession planning and transitioning leadership to the next generation or new team of owners can present a multitude of challenges. When a client comes to us for guidance on these issues, we take an all-hands-on-deck approach by bringing in experts from our banking and private wealth management teams to evaluate the situation from all angles.

In the Winter 2019 issue of The Advisor, we present a recent case study describing how we helped a major U.S. manufacturer through an ownership transition. To better understand how we can help you transition your business, check out “Case Study: Helping a Company—And Its Executives—Through Transition.”

Dan Sullivan is Head of Private Banking for CIBC Bank USA. In this role, he oversees client relationship development and works closely with personal and commercial clients to deliver private wealth solutions to individuals, families and middle-market companies. Dan also serves as a member of CIBC Private Wealth Management’s Operating Committee.