You walked into that first buyer meeting feeling confident.
You knew your bank inside and out.
You had good chemistry with the potential buyer.
But something went wrong.
They seemed interested at first, then cooled off.
The follow-up meeting never happened.
The deal died before it sta...
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...
You've made the decision to explore selling your bank.
You've hired an investment banker.
The board is ready to test the market.
Now comes the question that keeps you awake at night: "Who's actually interested in buying us?"
Here's how smart money finds out—without letting the whole indust...
Your bank has untapped growth potential locked inside it right now.
Potential that you can see clearly but haven't been able to fully capture due to your current size constraints.
Want to maximize your bank's value in a potential sale?
Start by thinking beyond your current limitations.
The...
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...
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...
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...
