We all know how it works...
If you really want to buy something, you'll find a way to justify the purchase.
The same is true when selling.
If you're determined to sell, you'll find reasons why it makes sense.
This is where valuation becomes so important.
It slows everything down.
V...
Every bank sale is unique, just like the bank itself and the leaders who built it.
But I've found that successful bank sales follow a pattern.
This pattern matches what author Bo Burlingham describes in his book "Finish Big: How Great Entrepreneurs Exit Their Companies on Top."
Burlingham f...
Want to send a clear signal to potential buyers that you're serious about selling your bank?
Start by bringing serious people to the table: Your investment banker, legal counsel, and accountants. This professional team doesn't just provide expertise – it signals intent and credibility to the mar...
What separates successful bank sales from disappointments?
It's not market timing.
It's not luck.
And it's certainly not the latest M&A trend.
It's preparation.
When you're prepared, two things happen: your decisions become more confident, and the entire process seems to "slow down" – all...
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's talk about one of the most crucial decisions you'll make when selling your bank: how to take it to market.
There are three distinct approaches and choosing the right one can mean the difference between a smooth, value-maximizing transaction and a messy process that destroys shareholder val...
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...
You've made the monumental decision to sell your community bank.
Whether driven by market conditions, succession planning, or strategic growth objectives, you're about to embark on one of the most challenging leadership journeys of your career.
I'm going to walk you through the three crit...
