Tag: Succession planning

Banks can leverage marketing to transform succession risk into a targeted opportunity for retention, acquisition and growth.

Longer lifespans, accelerating family business transitions and shifting investment preferences are reshaping financial priorities among individuals with at least $3 ...

For banks, training, teamwork and technology are effective tools. ‘48 years can be gone in 48 hours.’

Preserving a culture driven by mission and values may be the difference between continuity and chaos.

Identifying leaders in key positions to help ensure a bank’s future success and lessen the risks that can result from ...

The need for small-business owners to make long-term plans is reinforced by their day-to-day worries. Respondents reported top economic stressors ...

“Millbury National has always been about serving our community, and that will never change.”

Despite the high stakes, more than half of boards and CEOs are not confident their succession planning is adequate.

At the midpoint of the year, what's the M&A outlook like for community banks?

Experiences like Northwest Bank’s are not unprecedented—and sudden death is not the only incident that can rock an organization’s world ...