Recording - Strategies and Planning for Closely Held and Family Banks - Sp22

Presenter: Philip Smith, Gerrish Smith Tuck, Consultants and Attorneys

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