Planning for a Sale of Your Bank | Calling All Bank Directors Ep. 48

In this episode, David Baris is joined by Dave Martin to discuss the factors that influence banks to sell, and how the selling bank can plan to maximize its appeal to a buyer and the consideration paid in the transaction.

Dave details the essential role that the buyer/seller ratio, which considers the number of potential buyers that exist in the bank’s market, plays in the likelihood that a bank can be sold. He also explains the practical steps that a bank can take to improve its attractiveness and value to a buyer.

Dave Martin advises banks on whether it is an opportune time to sell the institution and how to do it. With Mellon and several investment firms, he has represented banks in numerous bank mergers and acquisitions.

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Thanks to our guest, Dave Martin.

Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact dbaris@aabd.org.