Business Transition Advisory Services

A family sharing a meal outside their house.

A Business Owner’s Perspective on Selling a Middle Market Company

Research Report

Helping business owners plan for and navigate transition.

While it may seem like the last box to check, preparing well in advance for your business transition optimizes your financial and business outcome. This is true whether your transition involves selling to employees, an outside buyer or passing it onto the next generation of the family. As a business owner, you owe it to yourself, your family, employees and customers to plan ahead.

Business transitions are inevitable.


have transitioned in the past two years.

have done nothing to prepare for transition.

who prepare for their transition, spend less than 18 months doing so.

Owners are often missing an advisor who can link advice from external and internal specialists, thus creating more risk.

* The National Center for the Middle Market Survey on behalf of Fifth Third Bank.

Leveraging an in-depth discovery, data gathering, analytical and educational framework, our Business Transition Advisory Team meets you where you are in the process and helps you with the personal planning process as well as the business transition.

Personal Planning Process

  • Financial planning
  • Planning for life after exit
  • Family roles and succession
  • Tax optimization
  • Legacy and Estate Planning Education and Advisor Coordination


Business Transition

  • Assess value
  • Employee communication
  • Improved efficiency
  • Legal paperwork organization
  • Financials audited
  • Assess risk

At Fifth Third Private Bank, our focus is firmly centered on you.

  • Your business and personal needs can be addressed by a fluid and coordinated approach among our teammates.
  • Your personal goals define the transition objectives, and we provide you with analysis on how your choices align.
  • Our team works together with you and your outside advisors to gather information and coordinate processes.
  • Our integrated approach seeks to guide and facilitate the implementation of our recommendations.

Meet the Team

Headshot of Frieda Rakhman

Frieda Rakhman
Senior Vice President,
Managing Director,
Strategic Client Development

Headshot of Kate Beatty

Kate Beatty
Vice President,
Strategic Client Development

Headshot of Rebecca Juhant

Rebecca Juhant
Vice President,
Strategic Client Development

Headshot of Morgan Luddeke

Morgan Luddeke
Senior Vice President,
Business Transition Advisor

Headshot of Sean Obermeyer

Sean Obermeyer
Senior Vice President,
Business Transition Advisor

Headshot of Eric Metzger

Eric Metzger
Vice President,
Business Transition Advisor

Headshot of Nick Hudson

Nick Hudson
Senior Wealth Planning Analyst

Thought Leadership

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We are here to help

With your financial goals in mind, your dedicated advisor can assist with investment solutions to help preserve your wealth, increase your assets, protect your business, and help leave a lasting legacy.
Call us at 866.488.0017

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