Commercial Strategy Virtual Series Presented by Massachusetts Bankers Association
The Next Era of Business Ownership: Banking the Great Wealth Transfer
A Strategic Series for Business And Commercial Banking Professionals
A massive ownership transition is already underway in this country:
- 75% of business owners plan to exit within seven years.
- 70% of SMB owners lack a formal succession plan.
- Only 20% have a team of advisers assisting with their transition.
For banks, this represents both a significant relationship retention risk and one of the largest opportunities in modern banking. Only institutions that proactively assist owners with succession issues will have the opportunities to deepen relationships with business customers and retain more deposits during ownership transitions, generate potential lending opportunities with buyers, and expand wealth and trust relationships with sellers.
This NEW 3-part virtual strategic series is designed to equip business and commercial banking professionals with the insight, language, and frameworks needed to lead these conversations with confidence. Across three sessions, participants will explore the ownership transition landscape, gain a deeper understanding of the business owner mindset, and learn how to build a scalable, bank-wide approach to succession engagement. Please join us for the full series or attend individual sessions. Registration includes 6-month access to recording.
To register, please email registrations@calbankers.com.
Commercial Strategy Virtual Series
June 2 - Understanding the $14 Trillion Business Transition
- The $14 Trillion Opportunity: Understanding the Landscape;
- The state of ownership readiness to exit: Survey results;
- Drivers of Business Value;
- Generational succession trends;
- The RM’s role as a catalyst: How to initiate value-added transition conversations shape.
June 9 - Inside the Business Owner Mindset: From Value to Exit Through the Owner’s Eyes
- Understanding the Business Owner Perspective;
- What Bankers Don’t Know About Selling a Business;
- Business valuation basics;
- The 3–5 year reality of successful transitions;
- Family transfers vs. third-party sales;
- Emotional and psychological barriers to planning;
- Advice from business owners.
June 16 - Turning the $14 Trillion Opportunity into Action: Designing Your Bank’s Transition Strategy
- A Roadmap for Change: Turning Opportunity into Strategy;
- Building internal collaboration (Commercial + Wealth + Trust);
- Designing a succession engagement strategy;
- Cultivating external COI advisors;
- Creating an Implementation roadmap for your bank.
Commercial Bankers, Business Bankers, Private Bankers, Wealth Managers, Bank Executives, Market Presidents, Credit Leaders
Kurt Knutson
Former Community Bank CEO and author of How to Sell Your Bank, bringing an executive-level perspective on bank M&A and business transitions with practical insights for relationship managers and bank leadership.
Jim Huerth
Former Community Bank President and Head of Wealth Management with extensive experience in integrating commercial and wealth services to serve business owner clients holistically.
Ned Miller
Bank sales consultant with extensive training and coaching experience.
Bobby Martin
Co-founder of Vertical IQ, successful serial entrepreneur, business owner, startup investor, and author of The Hockey Stick Principles. Brings authentic business owner perspective on selling a business.
Martin Wise
Founder and Executive Chairman of RelPro, an INC 5000 fastest growing companies. Prior to founding RelPro, he had a 20 year career with Merrill Lynch in the UK and the US.
Scott Moon
Executive Director of the Baker Project for Employee Ownership, leading authority on ESOP transitions with deep knowledge of employee ownership structures, benefits, and implementation.
Register for the full series or individual sessions. Can’t attend live? Register anyway. All registrants will receive 6-month access to the recording after the webinar, so you can watch when it’s convenient.
Full Series • $899 (members) | $1798 (non-members)
June 2 Session ONLY • $299 members | $598 (non-members)
June 9 Session ONLY • $299 members | $598 (non-members)
June 16 Session ONLY • $299 members | $598 (non-members)
*Pricing listed above is per person.
To register, please email registrations@calbankers.com.