The Savvy Banker

Picture this:

Your board meeting is running late.

You've covered loan committee reports, regulatory updates, and budget reviews.

Then you drop the bomb:

"I think we should explore selling the bank."

The room goes silent.

Board members exchange worried glances.

Someone asks, "Is the bank...

Here's a fact that will shock you:

Many community bank CEOs choose their investment banker the same way they choose lunch – by convenience.

The result?

Deals that fall apart, values that disappoint, and CEOs who realize too late they picked the wrong partner for the biggest transaction o...

Let's talk about something that trips up many bank CEOs when considering a sale: limiting your potential buyer pool too early in the process.

Here's a fundamental truth about any sales process:

The more qualified prospects at the top of your funnel, the better your chances of getting maximum...

Let me share something I've learned from decades in banking: Most CEOs start thinking about selling their bank when they're forced to.

And that's exactly when you don't want to start.

And just because you’re prepared to sell, it doesn’t mean you need to sell.

Being prepared to sell, with...