The $14 Trillion Opportunity: Helping Business Owners Prepare for Succession

The business banking landscape is shifting as the largest transition of ownership unfolds. As they prepare their exits, upwards of $14 trillion in assets will change hands. This shift creates an opportunity for commercial and business bankers and wealth managers to support these owners during their transition while developing relationships with the next generation of executives.

In this on-demand webinar, RelPro Founder & Executive Chairman Martin Wise joins industry experts Ned Miller, Kevin Gillen, and Kurt Knutson toexplore the challenges owners face in their succession planning and share best practices for bankers looking to support the transition.

During this webinar, you will gain:

• Key takeaways from recent Business Owner Exit Readiness research and what it reveals about owner mindsets and timelines.
• A practical overview of the Private Company Value Leverage Matrix and the 8 Drivers of Value you can use in client conversations.
• Executive management perspectives on educating bankers and clients, and positioning the banker as the “quarterback” of the advisory team.

To help banks translate these insights into action, we created a practical field guide outlining how relationship teams can use data and analytics to identify exit signals, prepare for succession conversations, and build stronger advisory networks.