Purchasing for others?
Presenter: Philip Smith, Gerrish Smith Tuck, Consultants and Attorneys
This 60-minute program will be presented live on: April 27, 2023 – 2:00-3:00 p.m. CT
Recording available through: July 27, 2023
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:
Target Audience: Board of Directors, CEOs and senior management