BB&T Financial Insights
BB&T Financial Insights is a proven, three-step process that we customize for your business. We'll take an in-depth look at the current state of your business, make recommendations based on our findings and go the extra mile by helping you execute your plans.
Step 1: Review
We complete a comprehensive assessment of the way your business is operating today, including:
- Industry comparisons
- Financial strengths
- Financial risks
- Financial relationship overview
Step 2: Plan
Armed with the information gathered in Step 1, we'll create a plan for you that considers your unique:
- Company strengths
- Company weaknesses
- Leadership challenges
- Short-term goals
- Long-term goals
- Exit strategy
- Contingency plan
Step 3: Execute
We'll take our relationship a step further by working with you to execute your plans, including:
- Value creation
Gain an edge with BB&T Financial Insights
Every day comes with new decisions to make. When you're focused on success, having a trusted financial expert can help you do just that. That's why BB&T offers financial insights-- a roadmap for your financial future. Our experts are here to set you up for long-term success.
We start with a review of where you are today and assess how your business compares to others in your industry. From there, we'll work with you to create a uniquely tailored plan that fits your needs. And we'll also be there to help you see it through.
Prepare for the road ahead with the BB&T expert by your side. Whether you want to protect, manage, or grow your business, we'll help you focus on what matters most.
Through a collaborative process, we'll review the state of your business and provide solutions that help you plan and execute for the future.
Providing leadership at the local level
We're committed to making our communities the best that they can be by developing business leaders and addressing the needs of schools and non-profit organizations through service projects that have positively impacted the lives of more than 16.5 million people.
BB&T Leadership Series
We want to help our communities be better places by developing better business leaders. Our video series with CEO Kelly King shares insights that help us further that commitment.
BB&T Leadership Institute
Our psychology-based approach to business challenges develops personal leadership skills and promotes organizational effectiveness.
We're proud to join small businesses in building stronger and more vital communities.