Umpqua Solutions

Optimize Your Business


Stay flexible with solutions to optimize your

organizational structure and reduce risk.


From new technologies to market disruptions, change is inevitable. To survive, your business must be flexible enough to adapt. Backed by deep experience working with businesses like yours, we partner with you on solutions to help your business maintain its competitive edge or smoothly transition when you’re ready to exit.

Our strategic insights can help you:

  • Access capital for new technologies.

  • Increase efficiency through automation.

  • Build a succession or exit plan.

  • Position your business for strategic acquisition.

  • Protect against fraud and data theft.

Featured products and services

Optimization-oriented products and services

Prepare for transitions


Whether you’re looking to be acquired, sell ownership shares or exit the business, we 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 value whether selling or buying.


Equity guidance
Get strategic advice on selling ownership shares.


Succession and exit planning
Leave your business in good hands and harvest your investment.


Wealth management2
Secure your personal financial future.

Reduce risk


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



See all Fraud Prevention services
See all Treasury Management services

Fraud prevention
Avoid losses by quickly blocking fraudulent payments.


Safeguard your accounts and data.


Travel and expense management
Stay on top of employee travel and reduce potential abuse.


Do away with inefficient manual processes.

See around corners


We’re with you for the long haul, with proactive advice on where your industry is heading and what you should plan for next — personally and professionally.





See all Wealth Management solutions

Insights and guidance
Count on ongoing strategic advice.


Three-year planning
Perpetually align your strategies with your goals.


Wealth management
Secure your personal financial future.


COI and influencer introductions
Network with successful peers inside or outside your industry.

Other connected business solutions

Check out our other holistic approaches to advancing your business.

Connect with us

We'd love to get to know you.