Recording - Strategies for Family Banks - Fa19

Course Length
60 mins

Philip Smith



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

This 60-minute program will be presented live on: October 30, 10:00-11:00 a.m. Central Time
Recording available through: January 30, 2020
Price: $225


The family-owned bank presents 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 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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