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

Course Length
60 mins

Philip Smith



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

This 60-minute program will be presented live on: March 30, 10:00-11:00 a.m. Central Time
Recording available through: June 30, 2022
Price: $275

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

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