Greencastle Consulting的动态

Our very own BJ Berrettini was asked to contribute to this story in American Banker about executive succession planning. The piece offers an in-depth example of how community banks can benefit from using executive recruitment firms to find their next CEO and other C-suite?executives. Sometimes, as the story reveals, the right choice just can’t be found internally. ? Read the full article to learn how a venerable financial institution future-proofed its business through executive search—and to get some great insights from B.J.! https://lnkd.in/gHsGefQX ? #AlliesInYourSuccess #BankingInnovation #ExecutiveSearch #DigitalBanking #AJConsultants #BJBerrettini #FinanceIndustryInsights

?? Milestone Achievement! ?? I'm thrilled to share some exciting news! This past week, I successfully secured $285,000 in lending for our amazing clients. Helping businesses achieve their goals and grow is what drives me every day. I couldn't be prouder of the positive impact we're making together. ?? #BusinessBanking #ClientSuccess #Lending #Teamwork #BusinessGrowth

Exceptional service is the key to building lasting relationships with business members. Check out our teammate, Kimberly Miller, CMP, article on CUInsight.com where she shares valuable insights on how credit unions can strengthen connections and create long-lasting value for their members. If you’re passionate about enhancing member experience and building trust, this article is a must-read! #CreditUnions #MemberExperience #BusinessMembers #ExceptionalService #TruTreasury

It's National Small Business Week! At First State Bank, we believe that it is important to have a financial partner who cares about what you care about, like moving your business forward. Our checking and savings accounts help you manage your finances while preparing for seasons of opportunity and challenge. We give expert guidance, make decisions quickly because we’re local, and provide solutions that help you get ahead. Whatever you need, or dream of achieving, you can count on us to be there for you. #SmallBusinessWeek

Business Bankers! Simplify your day, save hours each week, and fully unlock your potential! ? ? With our Gold membership, discover the vital 20% of tasks that yield 80% of your results. Say goodbye to overwhelm and embrace productivity! Join us to streamline your efforts for maximum efficiency.?Let’s move the dial on your performance and create a better day at work! Visit our website or LI page for more information. Joining takes just 30 seconds!??? #FINBAGoldMembership #EliteFINBA #FINBAWay??

#FinancialResilience is important to ensure companies are well-positioned to take advantage of market opportunities as they arise. Otherwise, when the unexpected happens, small businesses are forced to react rather than being proactive which can result in small businesses having to cut costs, lay off staff, and put advancements on hold in tough times. Sustainable, profitable growth is easier said than done, but by utilizing business valuation services such as #Integro360, it allows small businesses to benchmark their performance within their industry to see where they can improve and close gaps. Learn more about Integro360: https://lnkd.in/gv4UGvyw RSVP for the event: https://lnkd.in/g_qqPTNA

“This guy has no idea what he’s asking for….does he pay attention to his own numbers?” “If this bank throws one more wrench into this closing, I’m going to scream.” “I don’t want to sell equity to this guy just to make him believe we’re aligned” 3 of these were said by clients last month All of them were things I worked on for our clients—let me explain them in order. First quote: we’re helping a client buy a business that’s a great strategic opportunity, but the seller’s financials are…let’s use the word “interesting?”. It’s a great opportunity, but we’re untangling a lot of spaghetti. Second quote: we’re in the final stretch of helping a client complete his succession plan to sell his life’s work to a group of key employees. The process with the bank has been *ahem* challenging, and not because of our client. It’s the bank. They’ve admitted some mistakes, and we’re closing this by month end. Finally. Third quote: one of our clients has been approached by a key strategic partner. They provide complimentary services that allow each other to generate more revenue. The other company wants a small bit of equity in our client to “maintain” the arrangement. Client is not thrilled about slicing off a part of his company to appease the other. During a meeting, we suggested a “supplier agreement” be executed between the two parties to create the “bond” that was desired, without taking on a partner. All in a week’s work folks. I love it. #yourbizyourinvestment #problems #solutions #businessowners #problemsolvers?

At Dreamforce, I had the privilege of hosting a panel alongside Jim Collins and credit union leaders Joseph Thomas, Ira Williams, CCUE, Mirella Reznic, and Tom Gersic. We discussed what it takes for credit unions to succeed today —how to seize opportunities with AI, and leverage data to mitigate risk while driving growth. The ‘Cognitive Credit Union’ isn’t just a concept—it’s a vision for the future that credit unions can embrace today. Read our latest blog to learn how. #creditunion #dreamforce #cognitivecreditunion

Live Oak’s Q2 Business Pulse, powered by Barlow Associates, revealed that 64% of small businesses anticipate meeting or exceeding their financial goals for the current fiscal year. In addition, small businesses increased capital spending throughout the second quarter despite lower sales and profits. Check out the link below for more insights on the health and activity of US small businesses. https://lnkd.in/ehBqEYNi

It was an honor to represent the National Bankers Association at the Financial Institutions & Small Business Policy Roundtable, hosted by Jeanette Quick, Deputy Assistant Secretary for Financial Institutions Policy, earlier this week. The discussions centered on the current state of small businesses, the challenges they face in accessing capital, and potential solutions to address these barriers. Opportunities like these, to exchange ideas and collaborate with stakeholders from financial institutions, non-bank firms, fintech companies, and other trade associations, are essential. They provide a vital platform for fostering innovation and finding solutions that strengthen small businesses—ultimately driving growth and resilience in our communities. It was an honor to represent the National Bankers Association at the Financial Institutions & Small Business Policy Roundtable, hosted by Jeanette Quick, Deputy Assistant Secretary for Financial Institutions Policy, earlier this week. The discussions centered on the current state of small businesses, the challenges they face in accessing capital, and potential solutions to address these barriers. Opportunities like these, to exchange ideas and collaborate with stakeholders from financial institutions, non-bank firms, fintech companies, and other trade associations, are essential. They provide a vital platform for fostering innovation and finding solutions that strengthen small businesses—ultimately driving growth and resilience in our communities.