Mezzanine capital serves a purpose for those who know how to use it
Huntington Bank’s Jim Altman on mezzanine capital and the criteria those who borrow it must meet.
Building a strong relationship with your business banker
First Federal Lakewood’s Matthew Lay on how business owners can strengthen their relationship with their business banker and how it can benefit them.
Life insurance as a risk management vehicle to preserve company value
Huntington Bank’s Jim Altman on life insurance, and how it can preserve company value in the event of the unexpected loss of a key individual.
Why wealth management and succession planning should be done together
Premier Bank’s Denise Glinatsis Bayer on figuring out the right wealth management strategy for business owners who are succession planning.
Update your estate plan before scheduled 2025 tax changes
Huntington Bank’s Jim Altman on wealth and estate planning moves that should be discussed well ahead of potential 2025 tax law changes.
Ensure your business funds are FDIC-insured by utilizing treasury management services
First Federal Lakewood’s Alix Kaufmann on how businesses can keep their funds FDIC-insured.
What to consider when planning for an exit and an ownership transition
Huntington Bank’s Jim Altman on transition options for owners and how to set up a post-business financial future.
How your business benefits from better communication with your banker
Premier Bank’s Tara Silva on why businesses should regularly communicate with their banker, regardless of whether the news is good or bad.
What medical professionals need to know about acquiring a practice
First Federal Lakewood’s Eric Jones on what medical professionals need to know when acquiring a practice.
Recession fears lessen but reason for concern remains
Huntington Bank’s Jim Altman on the economic conditions in the U.S. and what they might mean for business leaders this year.