A Family Business Buyout, Handled the Cypress Way

At Cypress Bank & Trust, we’re honored to be a trusted partner when business and family intersect. After more than 20 years, the owners of a family-run early education business faced a major transition when one sister decided to retire. With family dynamics adding to the tension, the remaining owners needed a trusted partner to calmly facilitate a significant buyout and find the right financing solution. As Erik Barnes, South Florida Commercial Market Executive at Cypress Bank & Trust, shares, Cypress brought both sides of the family together to walk through the transaction, answer questions, and create a path forward. When a traditional SBA loan wasn’t an option, Cypress provided a conventional financing solution and connected the seller with the trust team for guidance on managing the proceeds. The family came to see Cypress not just as a lender, but as a value-added partner they could trust on both sides of the transaction—and they’ve continued to turn to Cypress for new opportunities. This is The Cypress Way: trusted guidance that goes beyond the transaction.
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