Wealth Management
Business Transition Planning

Navigate your business transition with a trusted partner.

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.

Meet Comerica’s Business Transition Team.

With offices in Los Angeles and Miami and across major markets nationwide we ensure we're always within reach.

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

Bio & Contact

Lloyd E. Drumm, SVP
Senior Business Transition Strategist
Business Transition Planning
Comerica Wealth Management

Bio & Contact

Simplify Your Business's Transition Journey

Connect with Comerica's Business Transition Planning 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 of with different goals and timing

Financial Conversations with Bob: Watch Now

Ready to get started?

Schedule time with the Business Transition Planning team today!

Get in touch

Comerica Wealth Management consists of various divisions and affiliates of Comerica Bank, including Comerica Bank & Trust, N.A. and Comerica Insurance Services, Inc., and its affiliated insurance agencies. Comerica Bank and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.

This is not a complete analysis of every material fact regarding any company, industry, or security. The information and materials herein have been obtained from sources we consider to be reliable, but Comerica Wealth Management does not warrant, or guarantee, its completeness or accuracy. Materials prepared by Comerica Wealth Management personnel are based on public information. Facts and views presented in this material have not been reviewed by, and may not reflect information known to, professionals in other business areas of Comerica Wealth Management, including investment banking personnel.

The views expressed are those of the author and are subject to change without notice. We do not assume any liability for losses that may result from the reliance by any person upon any such information or opinions. This material has been distributed for general educational/informational purposes only and should not be considered as investment advice or a recommendation for any particular security, strategy or investment product, or as personalized investment advice.