Optimize Your Business

Re-design the structure of your organization to future-proof your business

From new technologies to market disruptions to global pandemics, the world of business is constantly changing. Through our experience we know that the businesses who survive are the ones who can quickly adapt to change. Let us help you build an agile foundation for your business. Whether you need to maintain your competitive edge or you’re preparing to transition out of your leadership role, our strategic insights can help you:

  • Access capital for new technologies

  • Increase efficiency through automation

  • Build an effective succession or exit plan

  • Position your business for strategic acquisition

  • Protect against fraud and data theft

Banking solutions to strengthen your business

Prepare for transitions

 

Change is hard especially for large organizations. Whether you’re looking to be acquired, sell shares, or transition away from your business altogether, our team of experts offer strategic support and guidance on how to achieve the best possible outcome.

 


See all M&A Advisory services
See all Wealth Management solutions

 

M&A guidance1
Maximize the value out of your mergers and acquisitions.

 

Equity guidance
Receive strategic advice on selling ownership shares.

 

Succession and exit planning
Create an exit strategy that’s beneficial to both you and the organization.

 

Wealth management2
Manage your personal finances now to secure your future.

 


Reduce risk

 

A smart risk management plan protects your operational, financial and accounting health. We look for gaps across your operations to help you avoid potential pitfalls, increase productivity, reduce risk and improve your bottom line.

 

 

See all Fraud Prevention services
See all Treasury Management services

 

Fraud prevention
Avoid losses by quickly and easily blocking fraudulent payments.

 

Cybersecurity
Safeguard your accounts and data.

 

Travel and expense management
Successfully manage employee travel and expenses while reducing potential abuse.

 

Automation
Transform inefficient manual processes into quick and automatic tasks.

 


See around corners2

 

Our team is an extension of your business—we’re with you for the long haul! Through our partnership, we will provide proactive advice on where your industry is heading and what you should plan for next, both personally and professionally

 

 

See all Wealth Management solutions

 

Insights and guidance
Lead your business growth with confidence, with industry insights and research-backed advice.

 

Three-year planning
Create a tangible strategic plan that’s aligned with your goals.

 

Wealth management
Start building your personal finances for the future.

 

COI and influencer introductions
Make key connections with successful peers inside and outside your industry.

 


Our top services for optimizing your business

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M&A Advisory1

 

Maximize business value with strategic guidance through complex mergers and acquisitions.

 

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Fraudulent check

 

Positive Pay

 

Block fraudulent checks and transfers with easy-to-use Positive Pay services.

 

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Pile of coins

 

Wealth Management2

 

Build up and manage your financial future with the guidance of our personal finance experts.

 

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Other connected business solutions

Advance your business with custom banking solutions that meet you where you’re at.

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Scale Profitably

 

Innovate and grow by utilizing Umpqua’s expertise where it impacts your business most.

 

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Sharpen Your Strategy

 

Align your financing strategies with your overarching business goals so your teams can seamlessly execute.

 

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Pile of Coins

 

Manage Wealth2

 

Strategically grow your personal wealth portfolio with advice from Umpqua’s wealth management practice.

 

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Connect with a business banker

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Powered by people who are committed to your business

 

Whether you’re opening new locations, acquiring a competitor, or expanding into overseas markets, finding the right financial solutions is essential for your business to reach new heights

 

Umpqua bankers are dedicated to your business’ success. After we develop a holistic understanding of who you are and what you do, we collaborate with you to build integrated solutions with impact. Our team brings over 25 years of experience to the table and our dedicated bankers aim to approach your business with new ways of thinking while never losing sight of your vision.

Ideas & Insights

Explore the latest market trends, innovations, and challenges affecting your business.