When you run a business, you spend countless hours making the moves that serve your customers and build value for your stakeholders — often including members of your family. But what happens when you’re ready to slow down and ultimately step away from the business? Like any transition, it takes planning and proper execution to do it right. In this issue of In Your Corner magazine, we take a deep dive into how to go about building a great legacy — and other aspects of family business.
Highlighted offers
Open a new Business Checking Account1
When it comes to a checking account for your business, one size does not fit all. That’s why CB&T offers several types of accounts, designed to fit a range of needs. Find the Business Checking Account that’s perfect for you!
Run your business — and earn an AmaZing bonus2
Three rewarding Visa Business credit cards, all with no annual fee. Choose the one that’s right for your business.
Are you interested in owning your own building?
We can help make it happen, with an Owner-Occupied Commercial Real Estate loan3 that puts you in control.
See details
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CB&T's expert insights
Learn financial trends and gain insight to help plan for the future
Teaching financial wealth
Resources you can use to help your kids develop a solid grasp on fundamental concepts of finance Learn more
It's in the cards
Every business is unique. Do you have the right credit card for your business needs? CB&T’s business and commercial cards help startup and mature businesses, as well as entrepreneurs and organizations. Learn more
Trend watch
You’ve heard of the Metaverse, but what’s it all about all about? Learn more
Protect yourself
Fraudsters never quit, and one of their favorites is the overpayment scam. It comes in many forms, so be aware. Learn more
Story highlights
THIRD ENCORE STUDIO
Father-son business provides rehearsal space to the stars.
CANCER SUPPORT
A facility in the San Gabriel Valley is dedicated to providing much-needed mental and emotional support to cancer patients.
1. Please refer to the Deposit Account Agreement, Account Disclosure, Deposit Rate Sheet and the applicable schedule of fees, or speak with a banker for more details.
2. Welcome Bonus Cash or Reward Points- Must spend $5,000 within the first 120 days of account opening to earn $1,000 cash bonus or 100,000 point bonus. Bonus cash offer applies to new Amazing Cash for Business and Amazing Rate for Business Credit Cards. Bonus reward point offer applies to new Amazing Rewards for Business Credit Cards. Bonus subject to credit approval. One bonus payment is allowed per business, not per account or per card. Bonus not available to clients with an open business credit card relationship within the previous 12 months, or to clients who have received an introductory promotional bonus within the previous 48 months. Transactional items such as cash advances, balance transfers, returned merchandise, etc. do not qualify toward $5,000 spend amount. Bonuses will be awarded within 4 to 6 weeks from the end of the 120-day promotion. Bonus cash for Amazing Cash for Business cardholders and bonus reward points for Amazing Rewards for Business cardholders will be added to your cash back or reward points balance. Bonus cash for Amazing Rate for Business cardholders will be applied as a statement credit. Certain terms, conditions and restrictions apply.
3. Loans subject to credit approval. Terms and conditions apply; contact bank for details or visit: Owner Occupied Real Estate Financing | California Bank & Trust (calbanktrust.com). SBA Preferred Lender.
