Strategies and Planning for Closely Held and Family Banks-Sp25

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Strategies and Planning for Closely Held and Family Banks-Sp25

$275.00

Additional information

Date	03/04/25
Recording Available Until	06/04/25
Presenter	Philip Smith
Company	Gerrish Smith Tuck, PC
Target Audience	Board of Directors, CEOs and senior management
Program Time	10:00 am-11:00 am CT
Duration	60 minutes

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

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Strategies and Planning for Closely Held and Family Banks-Sp25

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