Seller Advisory Services

If you are considering the sale of your institution, there are many issues to address as you work through marketing, offer analysis, negotiation and execution of the transaction.

• How should we market ourselves to maximize interest?
• How can we avoid being forced into an unattractive transaction?
• How much are we worth?
• Is this the right time to sell?
• What forms of compensation are we willing to accept?
• What nonfinancial issues will need to be addressed?
• What regulatory issues might the acquirer face?
• How can we protect our employees and customers after the transaction?

American Planning can provide assistance through these phases to facilitate a smoothly executed transaction. Please call or email for additional information on how we can assist you through this process. All communications will be held in strict confidence, and we will gladly execute a confidentiality agreement designed to protect all parties.