Succession Planning
We believe management and board succession planning is key to your bank's value proposition and strategic plan. Born out of the strategic plan, every bank should have a succession plan.
Discovery
During a discovery phase, we'll contact your directors and meet with management to determine the scope of the succession plan.
Deliverables
Our team will design a succession plan that spans 10 years. The plan will include an analysis of short-term needs in the event a director or management team member becomes unable to perform their duties. It will assess retirement needs, and, in its long-term nature, project management-team build out to meet the goals of your strategic plan.