The moment you've been waiting for finally arrives.
Five written offers for your bank sit on your desk.
Your heart pounds as you scan the numbers.
One offer looks amazing—until you read the fine print.
Another seems low but has no strings attached.
A third promises stock that could be ...
The phone call comes from your investment banker:
"We have three serious buyers who want to meet with you."
Your heart pounds.
This is it…
The moment everything you've built gets judged by strangers who could become your bank's new owners.
Everybody is counting on you to deliver.
Y...
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...
Did you know that even the gentlest bank acquisition creates massive cost savings?
Even when a buyer promises "no layoffs" and "business as usual," the financial magic of mergers still happens behind the scenes.
The Automatic Cost Savings Nobody Talks About
When two banks combine, cost savi...
What if I told you that thinking like a buyer is the key to getting the best price for your bank?
Here's a powerful exercise that changed how we saw our own bank's value:
Reverse engineering the perfect acquisition.
The Magic Wand Exercise
Imagine you have a magic wand that lets you buy...
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...
