Don't Wait Until It's Too Late: A CEO's Guide to Bank Sale Preparation
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Let me share something I've learned from decades in banking: Most CEOs start thinking about selling their bank when they're forced to.
And that's exactly when you don't want to start.
And just because you’re prepared to sell, it doesn’t mean you need to sell.
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All Categories a bank ceo's step-by-step guide acquisition readiness annual business planning annual meeting balancing act bank acquisition bank ceo bank exit planning bank exit strategy bank financials bank m&a bank management bank merger bank mergers bank multiples bank sale negotiation bank sale preparation bank sale process bank sale strategy bank shareholder value bank succession planning bank valuation bank valuations bank value banking board and shareholder alignment board management board meetings board of directors business model evaluation buyer research buyer's perspective capital policy ceo disengagement ceo leadership change management community bank community bank ceo community bank merger community banking competitive advantage competitive bidding confidentiality core processing corporate communications corporate governance cultural fit concerns customer relationships customers deal structure deal structuring deal terms definitive agreement deposit mix due diligence earnings sustainability employee morale equity investment executive leadership exit planning for banks family-owned banks fiduciary duty fiduciary responsibility forward-thinking leadership future planning growth potential growth trajectory how to sell a bank how to sell your bank information control investment bankers investment banking ipo (initial public offering) kurt knutson letter of intent (loi) liquidity event loan portfolio m&a (mergers & acquisitions) market conditions market intelligence market position market positioning market timing market valuation maximizing deal value mental hurdles merger mindset merger of equals mergers & acquisitions (m&a) multi-genrational banks negotiation strategy operating independence ownership concentration past vs. future focus power shift premium buyers price-to-book multiples process management professional guidance psychological traps regulatory approval regulatory compliance return on assets (roa) risk management savvy banker strategies scalable oprations sell your bank seller's mindset selling on your terms selling your bank shareholder returns shareholder value shareholders silent running perios (pre loi) stakeholder management strategic alignment strategic growth strategic partnerships strategic planning strategic vision succession planning talent succession planning tanible book value (tbv) the art of selling your bank transaction execution transition management unique value proposition valuations value drivers