Two members of the Vertical IQ team and I attended the 2018 Exit Planning Summit in Nashville last week because many exit planning experts need and appreciate industry research. Having been a business banker for many years, and then personally being involved with founding and selling several successful businesses, I’ve had first-hand...
How Bankers Can Help Business Owners Plan Exit Strategies
Posted
October
04,
2018 by
Bobby Martin
How to Make CPAs an Ongoing Source of Bank Referrals
Posted
February
15,
2018 by
viqadmin
”Centers of influence”(COIs) are a select group of people who can help to increase your access to and credibility with your target market by providing their referrals, testimonials, and word-of-mouth endorsement. Professionals such as realtors, insurance agents, and of course bankers had figured out that having a steady stream of...