Business Valuations, Sales, M & A, and Transactions

This module is on Business Sales, Mergers, and Acquisitions (M&A) and Valuing Companies being sold or acquired. It explores M&A transactions of the size local, community and national bank branches are most likely to be asked to consider. Its primary objective is to review the key points of knowledge and issues which Bank Directors and Banking Executives should possess in order to assess M&A transactions from the position of confidence and safety / security that is consistent with the business model and market of their own specific bank. Its secondary objective is to present clearly and in a challenging manner the generalizations and misconceptions which too often lead to sub-optimal or even dangerous conclusions and decisions.

Covered Topics

  • What are Valuations, Business Sales, Mergers, and Acquisitions?
  • Principals and Stakeholders, and Secondary Participants?
  • An overview of Valuations
  • Opportunities for Banks
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The cost of subscription is determined by the asset size of your institution. In the case of holding companies or banks under common ownership, the aggregate asset size of participating banks determine the subscription tier.
   Non-bank or < 499M - $125 per month   
   $500M - 999M - $250 per month   
   $1 - 5B - $425 per month   
   $5 - 10B - $600 per month   
   > 10B - $850 per month