LIVE WEBINAR
Guiding the Great Transition:Helping Construction Business OwnersExit Successfully
Wednesday, November 12th at 2:00 pm ET / 11:00 am PT
Elevate Your Impact as a Business Banker
Construction trades business owners represent a vital and lucrative segment for banks, yet face unique challenges when it comes to succession and exit planning. Many owners encounter obstacles such as valuation uncertainties, finding the right buyers, addressing tax implications, and planning for their financial future. As a business banker, your ability to guide them through these hurdles can deepen client relationships and create significant opportunities for you and your institution.
What You Will Learn:
- In-depth research into the most common hurdles business owners encounter during business transitions.
- Owner perspectives: Hear what construction executives value most in professional advice at this pivotal stage.
- Actionable strategies: Discover how you can build trust and position yourself as an advisor on exit planning, fostering lasting loyalty and new business potential.
Join us for this pivotal session and learn how to empower your clients—and your bank—for long-term success.
SPEAKERS
Kurt Knutson, Founder and CEO, Strategic Options
Bobby Martin, Co-Founder and CEO, Vertical IQ
Ned Miller, Founder, 3rd Act Consulting
Wayne Rivers, President, Performance Construction Advisors