Generational Shift Complicates Shareholder Succession

Published February 17, 2020
Richard L. Quad
Bank Director

A challenge facing many community banks this new decade has nothing to do with public policy, the yield curve, regulation or technology. A growing number of banks face an aging shareholder base, concentrated ownership and limited liquidity. This can lead to shareholder succession impositions when large shareholders want to exit their ownership position or an estate settlement creates a liquidity need.

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