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
Live presentation $275
Recording available through July 11, 2024