Description:

The family-owned bank presents unique opportunities and challenges, from the strategic planning process to consideration of Sub chapter S to implementation of an ESOP and handling board, management and ownership succession issues. This session will identify key areas of concern for 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 family banks

Target Audience: 

Board of Directors, CEOs and senior management


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