GSB – Strategies and Planning for Closely Held and Family Banks

Closely held and family banks present unique opportunities and challenges, from the strategic planning process to consideration of Subchapter S to implementation of an ESOP and handling board, management, and ownership succession issues. This session will identify key areas of concern for closely held and family banks and present ideas and strategies that help improve value.

Topics to be covered include:

  • Succession planning
  • Organizational structure issues such as holding company and S corp
  • The M&A landscape for closely held and family banks

Target Audience: Board of Directors, CEOs, and senior management.

Presenter
Philip Smith, Gerrish Smith Tuck, Consultants and Attorneys

Registration Option
Live presentation $275

Recording available through June 30, 2022

Date

Mar 30 2022
Expired!

Time

10:00 am - 11:00 am

Cost

$275.00

More Info

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