Feature Stories


Too many people spend 30 years building a business and then can’t enjoy it because they haven’t focused on their health. The rewards are life-changing and can give leaders a new lease on life. 
Your business banker is there to identify your business’s pain points and then present you with options to make running your company more efficient in the long run.
Further, because of the complexity in an M&A transaction, both buyers and sellers should be thinking about the tax ramifications of a deal very early on, well before they plan to sell or acquire a company.
Organizations should talk with their technology provider and ask them to look at their current fax usage to find an alternative method before the analog lines are no longer supported. There are several faxing alternatives that can be put in place and their technology partner can help them make that transition.
Those who purchase a deferred annuity should know liquidity is limited.  The company may let you access a small portion of your money penalty free but any withdrawals above the penalty-free amount will be subject to surrender charges.


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