AI TO THE RESCUE: HOW COMMUNITY BANKS CAN CONQUER COMPLIANCE AND CREDIT CHALLENGES
In the current and emerging financial services provider landscape, community banks face numerous potentially daunting challenges. Resource availability — combined with added fixed costs to achieve regulatory compliance — create…
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THE PERSONAL SIDE OF SUCCESSION PLANNING
There is a litany of published material on succession planning. Blog posts, newsletters, articles, and books abound. Most are focused on the practical issues of the process and how to…
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FINANCING OPTIONS FOR WINERIES AND WINE PRODUCERS
The wine industry, known for its rich history and complex production processes, requires significant capital investment. From purchasing land and planting vines to producing and aging wine, every step involves…
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BANK LOAN CHALLENGES: STRATEGIES FOR BUSINESS OWNERS
Imagine This Your relationship with your bank takes a serious turn when you receive notice that your company has been moved to its “Special Assets” department. This department, also known…
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BOARDROOM BASICS: UNVEILING THE EARLY SIGNS OF FINANCIAL DISTRESS AND PROACTIVE RESPONSE
Financial stability is the cornerstone of any successful company. As a board member, safeguarding that foundation requires proactive vigilance. This guide delves into the key metrics and indicators that can…
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RESPONDING TO A REGULATORY NOTICE OF NON-COMPLIANCE… OR WORSE
Introduction Financial institutions’ executives, individual directors, and boards hold the primary responsibility for ensuring the safe, sound, profitable, and compliant operation of their institution. While operational challenges that affect profitability…
Read more »FAMILY OFFICES AND THE CORPORATE TRANSPARENCY ACT
The Message Family offices, long a mainstay of privacy and secrecy in the world of family business activities, are now running headlong into governmental rules requiring disclosure of critical ownership…
Read more »NAVIGATING TURBULENT WATERS: Understanding Financial and Operational Undercurrents of Corporate Distress
Introduction In the dynamic landscape of business, companies can find themselves navigating treacherous waters, facing the looming specter of distress. If you ask seasoned company turnaround executives, they will tell…
Read more »THE FAMILY OFFICE “MINDSET” SHIFT
The title may puzzle some readers. Why would a “mindset” shift” be required of a wealthy family to form an effective, sustainable, single-family office? Here is why! Newly formed single-family…
Read more »THE DIGITAL REVOLUTION: HOW TECHNOLOGY IS TRANSFORMING COMMERCIAL REAL ESTATE
Introduction In the dynamic world of commercial real estate, the winds of change are blowing stronger than ever, propelled by some rapid advancements in technology. The traditional landscape of brick-and-mortar…
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