Helping Community Bank CEOs Lead with Clarity, Confidence, and Control
Strategic insight for community bank CEOs who can run the bank — and want to be prepared for the conversations that inevitably come with leadership.
This Is Not About Selling Your Bank
- It’s about understanding your strategic position before anyone asks the question.
- It’s about optionality — whether you stay independent or not.
- It’s about leading with clarity before pressure forces the issue.
The Community Bank Value™ Playbook is the best place to begin.
Begin with the PlaybookCommunity Bank Value™ Playbook
A free, weekly video and audio series designed to help community bank CEOs understand where their value comes from, how leverage is created, and how to lead strategic conversations with confidence.
What this series addresses:
- The Leverage Matrix: where your bank really stands
- The 8 value drivers buyers actually care about
- Timing, structure, talent, and legacy -- without pressure
Two Simple Ways to Get Oriented
Option 1 - Orientation
New Listener Resource Guide
A simple guide to help you navigate the Playbook and foundational episodes.
Get the Guide
Option 2 - Self-Assessment
Strategic Readiness Score
An eight-question diagnostic to assess where your bank stands today — discreetly.
Best used after you've listened to Episode 1.
Get Your ScoreThis Perspective Comes From the Seat You're In
Everything here comes from lived experience — not theory.
Banker
Built, led, and ultimately sold a community bank — while navigating the same growth, governance, and people decisions you face today.
State Bankers Association
Worked alongside CEOs and directors across institutions — seeing how the same decisions play out very differently depending on timing, preparation, and governance.
State Banking Board
Viewed strategic decisions from the regulatory side of the table — gaining insight into how risk, readiness, and governance are actually evaluated.
Author
Authored The Art of Selling Your Bank — not as a how-to manual, but as a reflection on the decisions CEOs wrestle with long before a transaction ever exists.
This work isn’t theoretical. It was forged inside real decisions — with real consequences.
Start with the Community Bank Value™ Playbook
You don’t have to decide anything today.
You just need clarity.
