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Bank Shareholder Succession Matters

I’m growing more concerned about the time and effort by community financial institutions to understand the needs of next generation shareholders and build a strategy around shareholder succession. I recently […]


A Solution for Closely Held Banks

January 29, 2016 | Jeff For Banks

If you are a family bank and want to sell your shares without selling the bank, what do you do? So was the question that my colleague, Sharon Lorman, put […]